Compare · 3 funds side by side · dividends reinvested

DFAC, STAX and VO

DFACDimensional×STAXNomura×VOVanguard×

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

02 / 04

DFAC, STAX 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%$85.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M2.0

Rank among the three1st → 3rdFee, 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 · STAX 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

DFAC

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

$10,000 five years ago, dividends reinvested

STAXMeasureDFAC

+1.5%Year to dateJan 1 → Nov 6+11.4%

+2.1%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.29%Expense ratio$29 · $21 a year on $10k · lower is better0.21%

3.20%Trailing 12-mo yield$320 · $90 a year on $10k0.90%

−2.7%Worst dropSmaller is better−8.5%

1.8%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

STAX vs DFAC: Top 5 Holdings

Today

STAX

[…]in top 5

DFAC

in top 520.4%

STAXStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

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

STAX vs DFAC Returns, Every Period

NomuraSTAX

+2.1%

past year

DFACDimensional

+13.8%

past year

STAXDFACFaded: behind in that period

0–2DFAC wins

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

STAX vs VO

YTD

NomuraSTAX

+1.5%

VOVanguard

+10.6%

+1.5%Year to date+10.6%

−2.7%Worst drop · 1Y−8.2%

1.8%Volatility · 1Y12.9%

3.2%Yield1.4%

$11.3MAssets$103B

3–1STAX wins

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

Cost, Income and Risk

Fees: DFAC, STAX, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

STAX0.29%$29

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

Yields: DFAC, STAX, VO

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VO1.39%$139

DFAC0.90%$90

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VO$139 − $3 = $136

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, STAX, VO

Today

19.7%most shared, DFAC and VO

DFACSTAXVO

DFAC—[…]19.7%

STAX[…]—[…]

VO19.7%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

STAXWorst drop−2.7%1.8% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

STAXDFAC

+1.5%Year to date+11.4%

3.2%Yield0.9%

+2.1%Past year+13.8%

0.29%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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