Compare · 3 funds side by side · dividends reinvested

DFAC, TSPA and VUG

DFACDimensional×TSPAT. Rowe Price×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,878TSPA · best of the three

02 / 04

DFAC, TSPA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.5

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.56%+10.9%+13.1%+21.9%+12.3%−9.2%14.5%$4.5B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, 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 · TSPA 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

DFAC

TSPA

T. Rowe Price U.S. Equity Research ETF · $4.5B$17,878

$10,000 five years ago, dividends reinvested · they hold 58.6% in common

DFACMeasureTSPA

+14.4%Year to dateJan 1 → Nov 9+10.9%

+18.1%1 yearTotal return+13.1%

+21.3%3 years · per year$10,000 became $17,839 · $18,131+21.9%

+11.0%5 years · per year$10,000 became $16,869 · $17,878+12.3%

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

0.88%Trailing 12-mo yield$88 · $56 a year on $10k0.56%

−8.5%Worst dropSmaller is better−9.2%

13.1%VolatilityLower is calmer14.5%

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

6–2DFAC wins

End-of-day Nov 9, 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

20.4%in top 5

TSPA

in top 528.6%

DFACStockTSPA

4.8%NVDA8.6%

5.9%AAPL7.1%

5.0%MSFT5.8%

2.7%AMZN3.8%

not top 5GOOG3.2%

1.9%METAnot top 5

Held in common58.6%

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

DFAC vs TSPA Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

TSPAT. Rowe Price

+12.3%

5 years, per year

DFACTSPAFaded: behind in that period

2–2Level

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

DFAC vs TSPA

YTD

DimensionalDFAC

+14.4%

TSPAT. Rowe Price

+10.9%

+14.4%Year to date+10.9%

−8.5%Worst drop · 1Y−9.2%

13.1%Volatility · 1Y14.5%

0.9%Yield0.6%

$85.6BAssets$4.5B

4–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, TSPA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

TSPA0.34%$34

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

Yields: DFAC, TSPA, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

TSPA0.56%$56

VUG0.41%$41

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

TSPA$56 − $34 = $22

KeptFee

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

Overlap: DFAC, TSPA, VUG

Today

60.1%most shared, TSPA and VUG

DFACTSPAVUG

DFAC—58.6%35.7%

TSPA58.6%—60.1%

VUG35.7%60.1%—

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

Return vs Bumpiness: 3 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

TSPAWorst drop−9.2%14.5% 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

DFACTSPA

+14.4%Year to date+10.9%

0.9%Yield0.6%

+18.1%Past year+13.1%

0.21%Fee0.34%

4–0DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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