Compare · 2 funds side by side · dividends reinvested

DFAC and USAF

DFACDimensional×USAFAtlas Capital Team×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

DFAC and USAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.4

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.42%+3.3%+3.9%[…][…]−4.4%5.8%$15M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · USAF 2024

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

USAF

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

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

DFACMeasureUSAF

+15.8%Year to dateJan 1 → Nov 4+3.3%

+17.7%1 yearTotal return+3.9%

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $94 a year on $10k · lower is better0.94%

0.87%Trailing 12-mo yield$87 · $242 a year on $10k2.42%

−8.5%Worst dropSmaller is better−4.4%

12.3%VolatilityLower is calmer5.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs USAF: Top 5 Holdings

Today

DFAC

20.1%in top 5

USAF

in top 543.8%

DFACStockUSAF

not top 5PDBA10.2%

not top 5VBIL9.1%

not top 5IAUM9.0%

not top 5GLDM7.7%

not top 5STIP7.7%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs USAF Returns, Every Period

DimensionalDFAC

+17.7%

past year

USAFAtlas Capital Team

+3.9%

past year

DFACUSAFFaded: behind in that period

2–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs USAF

YTD

DimensionalDFAC

+15.8%

USAFAtlas Capital Team

+3.3%

+15.8%Year to date+3.3%

−8.5%Worst drop · 1Y−4.4%

12.3%Volatility · 1Y5.8%

0.9%Yield2.4%

$87.6BAssets$15.5M

3–1USAF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USAF

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

USAF0.94%$94

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, USAF

2.42%highest, USAF

FundTrailing yieldYield$10k

USAF2.42%$242

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, USAF

USAF$242 − $94 = $148

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, USAF

Today

0.0%most shared, DFAC and USAF

DFACUSAF

DFAC—0.0%

USAF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

USAFWorst drop−4.4%5.8% vol

DFACWorst drop−8.5%12.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USAFDFAC

+3.3%Year to date+15.8%

2.4%Yield0.9%

+3.9%Past year+17.7%

0.94%Fee0.21%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026