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$18,708SPUS · 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%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.53%+12.5%+14.2%+23.5%+13.3%−10.7%17.1%$3.2B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: DFAC 2005 · SPUS 2019 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.2B$18,708

SPUS

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

SPUSMeasureDFAC

+12.5%Year to dateJan 1 → Nov 9+14.1%

+14.2%1 yearTotal return+17.7%

+23.5%3 years · per year$10,000 became $18,837 · $17,787+21.2%

+13.3%5 years · per year$10,000 became $18,708 · $16,820+11.0%

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

0.53%Trailing 12-mo yield$53 · $88 a year on $10k0.88%

−10.7%Worst dropSmaller is better−8.5%

17.1%VolatilityLower is calmer13.1%

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

2–6DFAC wins

End-of-day Nov 9, 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

45.1%in top 5

DFAC

in top 520.4%

SPUSStockDFAC

13.6%AAPL5.9%

12.3%NVDA4.9%

10.8%MSFT5.0%

4.6%GOOGLnot top 5

3.8%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common42.2%

End-of-day Nov 9, 2026 · share of each fund

SPUS vs DFAC Returns, Every Period

SP FundsSPUS

+13.3%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SPUSDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPUS vs VO

YTD

SP FundsSPUS

+12.5%

VOVanguard

+13.6%

+12.5%Year to date+13.6%

−10.7%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y13.1%

0.5%Yield1.4%

$3.2BAssets$103B

4–0VO wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: DFAC, SPUS, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

SPUS0.53%$53

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SPUS$53 − $45 = $8

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPUS, VUG, VO

Today

63.8%most shared, SPUS and VUG

DFACSPUSVUGVO

DFAC—42.2%35.8%19.6%

SPUS42.2%—63.8%11.7%

VUG35.8%63.8%—10.2%

VO19.6%11.7%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SPUSWorst drop−10.7%17.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+13.6%Year to date+14.1%

1.4%Yield0.9%

+15.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026