Compare · 2 funds side by side · dividends reinvested

DFAC and TOV

DFACDimensional×TOVJLens×

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 TOV, 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%$85.6B1.1

JLens 500 Jewish Advocacy U.S. ETFUS Stock Styles · Large cap0.18%0.87%+8.7%+9.3%[…][…]−8.9%13.9%$270M1.8

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 · TOV 2025

Head to Head

Swap sides Versus in desk

Head to Head

JLens 500 Jewish Advocacy U.S. ETF · $270M[…]

TOV

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 67.4% in common

TOVMeasureDFAC

+8.7%Year to dateJan 1 → Nov 6+11.4%

+9.3%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%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

0.87%Trailing 12-mo yield$87 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−8.5%

13.9%VolatilityLower is calmer12.9%

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

1–5DFAC wins

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

More Ways to See the Pairs

TOV vs DFAC: Top 5 Holdings

Today

TOV

29.3%in top 5

DFAC

in top 520.4%

TOVStockDFAC

7.8%AAPL5.9%

6.8%NVDA4.8%

6.3%MSFT5.0%

4.4%GOOGLnot top 5

4.0%AMZN2.7%

not top 5META1.9%

Held in common67.4%

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

TOV vs DFAC Returns, Every Period

JLensTOV

+9.3%

past year

DFACDimensional

+13.8%

past year

TOVDFACFaded: behind in that period

0–2DFAC wins

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

TOV vs DFAC

YTD

JLensTOV

+8.7%

DFACDimensional

+11.4%

+8.7%Year to date+11.4%

−8.9%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y12.9%

0.9%Yield0.9%

$270MAssets$85.6B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, TOV

Today

0.18%lowest, TOV

FundExpense ratioFee$10k

TOV0.18%$18

DFAC0.21%$21

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

Yields: DFAC, TOV

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

TOV0.87%$87

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

TOV$87 − $18 = $69

KeptFee

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

Overlap: DFAC, TOV

Today

67.4%most shared, DFAC and TOV

DFACTOV

DFAC—67.4%

TOV67.4%—

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

TOVWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

DFACTOV

+11.4%Year to date+8.7%

0.9%Yield0.9%

+13.8%Past year+9.3%

0.21%Fee0.18%

2–1DFAC 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