Compare · 2 funds side by side · dividends reinvested

DFAC and TSPA

DFACDimensional×TSPAT. Rowe Price×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,439TSPA · best of the two

02 / 04

DFAC and TSPA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.58%+7.9%+9.1%+22.0%+11.8%−9.2%14.3%$4.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · TSPA 2021

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

TSPA

T. Rowe Price U.S. Equity Research ETF · $4.7B$17,439

$10,000 five years ago, dividends reinvested · they hold 58.9% in common

DFACMeasureTSPA

+11.2%Year to dateJan 1 → Nov 5+7.9%

+14.3%1 yearTotal return+9.1%

+21.2%3 years · per year$10,000 became $17,812 · $18,180+22.0%

+10.6%5 years · per year$10,000 became $16,526 · $17,439+11.8%

0.21%Expense ratio$21 · $34 a year on $10k · lower is better0.34%

0.90%Trailing 12-mo yield$90 · $58 a year on $10k0.58%

−8.5%Worst dropSmaller is better−9.2%

12.9%VolatilityLower is calmer14.3%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs TSPA: Top 5 Holdings

Today

DFAC

20.5%in top 5

TSPA

in top 528.6%

DFACStockTSPA

5.1%NVDA8.6%

5.8%AAPL7.1%

5.0%MSFT5.8%

2.7%AMZN3.8%

not top 5GOOG3.2%

1.9%METAnot top 5

Held in common58.9%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs TSPA Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

TSPAT. Rowe Price

+11.8%

5 years, per year

DFACTSPAFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs TSPA

YTD

DimensionalDFAC

+11.2%

TSPAT. Rowe Price

+7.9%

+11.2%Year to date+7.9%

−8.5%Worst drop · 1Y−9.2%

12.9%Volatility · 1Y14.3%

0.9%Yield0.6%

$89.2BAssets$4.7B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, TSPA

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

TSPA0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, TSPA

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

TSPA0.58%$58

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

TSPA$58 − $34 = $24

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, TSPA

Today

58.9%most shared, DFAC and TSPA

DFACTSPA

DFAC—58.9%

TSPA58.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

TSPAWorst drop−9.2%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACTSPA

+11.2%Year to date+7.9%

0.9%Yield0.6%

+14.3%Past year+9.1%

0.21%Fee0.34%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026