Compare · 4 funds side by side · dividends reinvested

DFAC, SPUS, VUG and VO

DFACDimensional×SPUSSP Funds×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,269SPUS · best of the four

02 / 04

DFAC, SPUS, VUG 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%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.55%+9.6%+9.8%+23.2%+12.8%−10.7%17.0%$3.4B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · SPUS 2019 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.4B$18,269

$10,000 five years ago, dividends reinvested · they hold 42.2% in common

DFACMeasureSPUS

+11.4%Year to dateJan 1 → Nov 6+9.6%

+13.8%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,722 · $18,711+23.2%

+10.6%5 years · per year$10,000 became $16,525 · $18,269+12.8%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.90%Trailing 12-mo yield$90 · $55 a year on $10k0.55%

−8.5%Worst dropSmaller is better−10.7%

12.9%VolatilityLower is calmer17.0%

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

6–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SPUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

SPUS

in top 545.2%

DFACStockSPUS

5.9%AAPL13.8%

4.8%NVDA12.1%

5.0%MSFT10.9%

not top 5GOOGL4.5%

not top 5AVGO3.8%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common42.2%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs SPUS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SPUSSP Funds

+12.8%

5 years, per year

DFACSPUSFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.7BAssets$103B

2–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SPUS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

SPUS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, SPUS, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

SPUS0.55%$55

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

SPUS$55 − $45 = $10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPUS, VUG, VO

Today

63.2%most shared, SPUS and VUG

DFACSPUSVUGVO

DFAC—42.2%35.7%19.7%

SPUS42.2%—63.2%11.8%

VUG35.7%63.2%—10.2%

VO19.7%11.8%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%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

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026