Compare · 3 funds side by side · dividends reinvested

DFAC, SPUS and VO

DFACDimensional×SPUSSP Funds×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,275SPUS · best of the three

02 / 04

DFAC, SPUS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.55%+9.0%+9.4%+23.5%+12.8%−10.7%17.0%$3.4B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · SPUS 2019 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.4B$18,275

SPUS

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

SPUSMeasureDFAC

+9.0%Year to dateJan 1 → Nov 5+11.2%

+9.4%1 yearTotal return+14.3%

+23.5%3 years · per year$10,000 became $18,853 · $17,812+21.2%

+12.8%5 years · per year$10,000 became $18,275 · $16,526+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.55%Trailing 12-mo yield$55 · $90 a year on $10k0.90%

−10.7%Worst dropSmaller is better−8.5%

17.0%VolatilityLower is calmer12.9%

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

2–6DFAC wins

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

More Ways to See the Pairs

SPUS vs DFAC: Top 5 Holdings

Today

SPUS

44.9%in top 5

DFAC

in top 520.5%

SPUSStockDFAC

13.2%AAPL5.8%

12.6%NVDA5.1%

10.7%MSFT5.0%

4.4%GOOGLnot top 5

4.0%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common42.6%

End-of-day Nov 5, 2026 · share of each fund

SPUS vs DFAC Returns, Every Period

SP FundsSPUS

+12.8%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SPUSDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPUS vs VO

YTD

SP FundsSPUS

+9.0%

VOVanguard

+10.7%

+9.0%Year to date+10.7%

−10.7%Worst drop · 1Y−8.2%

17.0%Volatility · 1Y12.9%

0.6%Yield1.4%

$3.4BAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SPUS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SPUS0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, SPUS, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

SPUS0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SPUS$55 − $45 = $10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPUS, VO

Today

42.6%most shared, DFAC and SPUS

DFACSPUSVO

DFAC—42.6%19.6%

SPUS42.6%—11.7%

VO19.6%11.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SPUSWorst drop−10.7%17.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.7%Year to date+11.2%

1.4%Yield0.9%

+12.4%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026