Compare · 3 funds side by side · dividends reinvested

DFAC, USXF and VUG

DFACDimensional×USXFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,447USXF · best of the three

02 / 04

DFAC, USXF 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%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.8

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.90%+11.3%+12.8%+23.4%+11.8%−12.9%20.8%$1.3B1.8

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 · USXF 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

USXF

iShares ESG Advanced MSCI USA ETF · $1.3B$17,447

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

DFACMeasureUSXF

+14.1%Year to dateJan 1 → Nov 9+11.3%

+17.7%1 yearTotal return+12.8%

+21.2%3 years · per year$10,000 became $17,787 · $18,785+23.4%

+11.0%5 years · per year$10,000 became $16,820 · $17,447+11.8%

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

0.88%Trailing 12-mo yield$88 · $90 a year on $10k0.90%

−8.5%Worst dropSmaller is better−12.9%

13.1%VolatilityLower is calmer20.8%

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

4–4Level

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 USXF: Top 5 Holdings

Today

DFAC

20.4%in top 5

USXF

in top 527.2%

DFACStockUSXF

4.9%NVDA11.8%

5.9%AAPLnot top 5

not top 5AVGO5.8%

5.0%MSFTnot top 5

not top 5MU3.4%

not top 5AMD3.2%

not top 5V3.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common30.7%

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

DFAC vs USXF Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

USXFiShares

+11.8%

5 years, per year

DFACUSXFFaded: behind in that period

2–2Level

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

DFAC vs USXF

YTD

DimensionalDFAC

+14.1%

USXFiShares

+11.3%

+14.1%Year to date+11.3%

−8.5%Worst drop · 1Y−12.9%

13.1%Volatility · 1Y20.8%

0.9%Yield0.9%

$85.6BAssets$1.3B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, USXF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USXF0.10%$10

DFAC0.21%$21

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

Yields: DFAC, USXF, VUG

0.90%highest, USXF

FundTrailing yieldYield$10k

USXF0.90%$90

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$80most kept, USXF

USXF$90 − $10 = $80

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, USXF, VUG

Today

40.0%most shared, USXF and VUG

DFACUSXFVUG

DFAC—30.7%35.8%

USXF30.7%—40.0%

VUG35.8%40.0%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

USXFWorst drop−12.9%20.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USXFDFAC

+11.3%Year to date+14.1%

0.9%Yield0.9%

+12.8%Past year+17.7%

0.10%Fee0.21%

2–1DFAC 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

+33.2%

VIGVanguard

+14.8%

+33.2%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