Compare · 3 funds side by side · dividends reinvested

DFUS, DFAC and IJH

DFUSDimensional×DFACDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,273DFUS · best of the three

02 / 04

DFUS, DFAC and IJH, 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%$87.7B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.1

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.6%+13.9%+22.0%+11.6%−9.0%14.1%$21.5B2.3

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: DFUS 2001 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

DFUS

Dimensional U.S. Equity ETF · $21.5B$17,273

$10,000 five years ago, dividends reinvested · they hold 75.9% in common

DFACMeasureDFUS

+14.1%Year to dateJan 1 → Nov 9+11.6%

+17.7%1 yearTotal return+13.9%

+21.2%3 years · per year$10,000 became $17,787 · $18,179+22.0%

+11.0%5 years · per year$10,000 became $16,820 · $17,273+11.6%

0.21%Expense ratio$21 · $9 a year on $10k · lower is better0.09%

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

−8.5%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer14.1%

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

4–3DFAC 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 DFUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

DFUS

in top 525.0%

DFACStockDFUS

5.9%AAPL7.0%

4.9%NVDA6.2%

5.0%MSFT5.6%

2.7%AMZN3.8%

not top 5GOOGL2.4%

1.9%METAnot top 5

Held in common75.9%

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

DFAC vs DFUS Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

DFUSDimensional

+11.6%

5 years, per year

DFACDFUSFaded: behind in that period

2–2Level

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

DFAC vs IJH

YTD

DimensionalDFAC

+14.1%

IJHiShares

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$87.7BAssets$125B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFUS, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFUS0.09%$9

DFAC0.21%$21

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

Yields: DFUS, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.88%$88

DFUS0.88%$88

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFUS$88 − $9 = $79

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFUS, DFAC, IJH

Today

75.9%most shared, DFUS and DFAC

DFUSDFACIJH

DFUS—75.9%4.3%

DFAC75.9%—11.4%

IJH4.3%11.4%—

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

DFUSWorst drop−9.0%14.1% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

IJHDFAC

+13.6%Year to date+14.1%

1.2%Yield0.9%

+17.5%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026