Compare · 2 funds side by side · dividends reinvested

DFAC and XCLR

DFACDimensional×XCLRGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,525DFAC · best of the two

02 / 04

DFAC and XCLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.4

Global X - S&P 500 Collar 95-110 ETFUS Stock Styles · Large cap0.25%12.48%+5.2%+6.7%+15.0%+8.0%−8.3%8.7%$4M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · XCLR 2021

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Collar 95-110 ETF · $4M$14,709

XCLR

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested

XCLRMeasureDFAC

+5.2%Year to dateJan 1 → Nov 6+11.4%

+6.7%1 yearTotal return+13.8%

+15.0%3 years · per year$10,000 became $15,215 · $17,722+21.0%

+8.0%5 years · per year$10,000 became $14,709 · $16,525+10.6%

0.25%Expense ratio$25 · $21 a year on $10k · lower is better0.21%

12.48%Trailing 12-mo yield$1,248 · $90 a year on $10k0.90%

−8.3%Worst dropSmaller is better−8.5%

8.7%VolatilityLower is calmer12.9%

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

3–5DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XCLR vs DFAC: Top 5 Holdings

Today

XCLR

[…]in top 5

DFAC

in top 520.4%

XCLRStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

XCLR vs DFAC Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

XCLRDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XCLR vs DFAC

YTD

Global XXCLR

+5.2%

DFACDimensional

+11.4%

+5.2%Year to date+11.4%

−8.3%Worst drop · 1Y−8.5%

8.7%Volatility · 1Y12.9%

12.5%Yield0.9%

$4.2MAssets$85.6B

3–1XCLR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, XCLR

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

XCLR0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, XCLR

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, XCLR

Today

[…]holdings […]

DFACXCLR

DFAC—[…]

XCLR[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

XCLRWorst drop−8.3%8.7% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XCLRDFAC

+5.2%Year to date+11.4%

12.5%Yield0.9%

+6.7%Past year+13.8%

0.25%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026