Compare · 3 funds side by side · dividends reinvested

DIA, DFAC and VUG

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

02 / 04

DIA, DFAC and VUG, 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%$89.2B1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, 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: DIA 1998 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

DIA

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

DIAMeasureDFAC

+12.2%Year to dateJan 1 → Nov 4+15.8%

+14.2%1 yearTotal return+17.7%

+19.3%3 years · per year$10,000 became $16,984 · $18,682+23.2%

+10.4%5 years · per year$10,000 became $16,375 · $17,417+11.7%

0.16%Expense ratio$16 · $21 a year on $10k · lower is better0.21%

1.35%Trailing 12-mo yield$135 · $87 a year on $10k0.87%

−9.8%Worst dropSmaller is better−8.5%

12.9%VolatilityLower is calmer12.3%

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

2–6DFAC wins

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

More Ways to See the Pairs

DIA vs DFAC: Top 5 Holdings

Today

DIA

33.5%in top 5

DFAC

in top 520.1%

DIAStockDFAC

10.3%GSnot top 5

7.2%CATnot top 5

6.0%MSFT4.8%

not top 5AAPL5.6%

not top 5NVDA5.3%

5.3%AMGNnot top 5

4.8%Vnot top 5

not top 5AMZN2.6%

not top 5META1.9%

Held in common24.4%

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

DIA vs DFAC Returns, Every Period

SPDRDIA

+10.4%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

DIADFACFaded: behind in that period

0–4DFAC wins

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

DIA vs DFAC

YTD

SPDRDIA

+12.2%

DFACDimensional

+15.8%

+12.2%Year to date+15.8%

−9.8%Worst drop · 1Y−8.5%

12.9%Volatility · 1Y12.3%

1.3%Yield0.9%

$44.9BAssets$89.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DIA, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

DFAC0.21%$21

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

Yields: DIA, DFAC, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: DIA, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

DIADFACVUG

DIA—24.4%20.5%

DFAC24.4%—36.1%

VUG20.5%36.1%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

DIADFAC

+12.2%Year to date+15.8%

1.3%Yield0.9%

+14.2%Past year+17.7%

0.16%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026