Compare · 2 funds side by side · dividends reinvested

DFAC and SPYC

DFACDimensional×SPYCSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,525DFAC · best of the two

02 / 04

DFAC and SPYC, 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%$85.7B1.1

Simplify US Equity PLUS Convexity ETFUS Stock Styles · Large cap0.53%1.16%+1.4%−0.2%+17.4%+6.7%−11.5%17.1%$70M1.9

Rank among the two1st → 2ndFee, 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 · SPYC 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

SPYC

Simplify US Equity PLUS Convexity ETF · $70M$13,825

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureSPYC

+11.4%Year to dateJan 1 → Nov 6+1.4%

+13.8%1 yearTotal return−0.2%

+21.0%3 years · per year$10,000 became $17,722 · $16,198+17.4%

+10.6%5 years · per year$10,000 became $16,525 · $13,825+6.7%

0.21%Expense ratio$21 · $53 a year on $10k · lower is better0.53%

0.90%Trailing 12-mo yield$90 · $116 a year on $10k1.16%

−8.5%Worst dropSmaller is better−11.5%

12.9%VolatilityLower is calmer17.1%

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

7–1DFAC 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 SPYC: Top 5 Holdings

Today

DFAC

20.4%in top 5

SPYC

in top 583.9%

DFACStockSPYC

not top 5IVV83.9%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs SPYC Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SPYCSimplify

+6.7%

5 years, per year

DFACSPYCFaded: behind in that period

4–0DFAC wins

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

DFAC vs SPYC

YTD

DimensionalDFAC

+11.4%

SPYCSimplify

+1.4%

+11.4%Year to date+1.4%

−8.5%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y17.1%

0.9%Yield1.2%

$85.7BAssets$69.7M

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SPYC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SPYC0.53%$53

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

Yields: DFAC, SPYC

1.16%highest, SPYC

FundTrailing yieldYield$10k

SPYC1.16%$116

DFAC0.90%$90

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SPYC$116 − $53 = $63

KeptFee

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

Overlap: DFAC, SPYC

Today

0.0%most shared, DFAC and SPYC

DFACSPYC

DFAC—0.0%

SPYC0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SPYCWorst drop−11.5%17.1% vol

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

Paid More vs Made More

YTD

SPYCDFAC

+1.4%Year to date+11.4%

1.2%Yield0.9%

−0.2%Past year+13.8%

0.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026