Compare · 2 funds side by side · dividends reinvested

DFAC and VTHR

DFACDimensional×VTHRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

DFAC and VTHR, 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%$89.2B1.4

Vanguard Russell 3000 ETFUS Stock Styles · Large cap0.06%1.07%+8.5%+9.9%+21.8%+10.3%−8.9%13.8%$4.9B1.6

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 · VTHR 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

VTHR

Vanguard Russell 3000 ETF · $4.9B$16,353

$10,000 five years ago, dividends reinvested · they hold 72.9% in common

DFACMeasureVTHR

+11.2%Year to dateJan 1 → Nov 5+8.5%

+14.3%1 yearTotal return+9.9%

+21.2%3 years · per year$10,000 became $17,812 · $18,079+21.8%

+10.6%5 years · per year$10,000 became $16,526 · $16,353+10.3%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.90%Trailing 12-mo yield$90 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

5–3DFAC 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 VTHR: Top 5 Holdings

Today

DFAC

20.5%in top 5

VTHR

in top 525.0%

DFACStockVTHR

5.1%NVDA7.3%

5.8%AAPL6.6%

5.0%MSFT5.2%

2.7%AMZN3.3%

not top 5GOOGL2.7%

1.9%METAnot top 5

Held in common72.9%

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

DFAC vs VTHR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

VTHRVanguard

+10.3%

5 years, per year

DFACVTHRFaded: behind in that period

3–1DFAC wins

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

DFAC vs VTHR

YTD

DimensionalDFAC

+11.2%

VTHRVanguard

+8.5%

+11.2%Year to date+8.5%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

0.9%Yield1.1%

$89.2BAssets$4.9B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, VTHR

Today

0.06%lowest, VTHR

FundExpense ratioFee$10k

VTHR0.06%$6

DFAC0.21%$21

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

Yields: DFAC, VTHR

1.07%highest, VTHR

FundTrailing yieldYield$10k

VTHR1.07%$107

DFAC0.90%$90

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

Income After Fees on $10,000

$101most kept, VTHR

VTHR$107 − $6 = $101

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, VTHR

Today

72.9%most shared, DFAC and VTHR

DFACVTHR

DFAC—72.9%

VTHR72.9%—

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

VTHRWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

VTHRDFAC

+8.5%Year to date+11.2%

1.1%Yield0.9%

+9.9%Past year+14.3%

0.06%Fee0.21%

2–2level

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