Compare · 3 funds side by side · dividends reinvested

DFAC, SPTM and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091SPTM · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAC, SPTM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.8

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+12.1%+12.4%+21.3%+11.3%−8.7%13.6%$14.1B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SPTM 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.1B$17,091

$10,000 five years ago, dividends reinvested · they hold 74.1% in common

DFAC

More Ways to See the Pairs

DFAC vs SPTM: Top 5 Holdings

Today

DFAC

19.8%in top 5

SPTM

in top 524.7%

DFACStockSPTM

5.9%AAPL7.3%

4.4%NVDA5.9%

4.7%MSFT5.4%

2.7%AMZN3.7%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, SPTM, IJH

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IJH0.05%$5

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, SPTM, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SPTM

+14.1%Year to dateJan 1 → Nov 12+12.1%

+15.4%1 yearTotal return+12.4%

+20.7%3 years · per year$10,000 became $17,581 · $17,836+21.3%

+10.6%5 years · per year$10,000 became $16,580 · $17,091+11.3%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer13.6%

DFACSPTM Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%

1.9%METAnot top 5

Held in common74.1%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs SPTM Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

SPTMSPDR

+11.3%

5 years, per year

DFACSPTMFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+14.1%

IJHiShares

+12.8%

+14.1%Year to date+12.8%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$87.7BAssets$124B

3–1DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SPTM1.07%$107

DFAC0.88%$88

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

SPTM$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPTM, IJH

Today

74.1%most shared, DFAC and SPTM

DFACSPTMIJH

DFAC—74.1%11.5%

SPTM74.1%—4.9%

IJH11.5%4.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPTMWorst drop−8.7%13.6% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+12.8%Year to date+14.1%

1.2%Yield0.9%

+14.5%Past year+15.4%

0.05%Fee0.21%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAC, SPTM and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three