Compare · 2 funds side by side · dividends reinvested

DUSA and DFAC

DUSADavis×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,614DUSA · best of the two

02 / 04

DUSA and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Davis Select U.S. Equity ETFUS Stock Styles · Large cap0.59%0.86%+11.9%+19.3%+24.8%+12.0%−7.6%11.2%$1.3B1.4

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%$87.6B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DUSA 2017 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Davis Select U.S. Equity ETF · $1.3B$17,614

DUSA

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

DUSAMeasureDFAC

+11.9%Year to dateJan 1 → Nov 4+15.8%

+19.3%1 yearTotal return+17.7%

+24.8%3 years · per year$10,000 became $19,453 · $18,682+23.2%

+12.0%5 years · per year$10,000 became $17,614 · $17,417+11.7%

0.59%Expense ratio$59 · $21 a year on $10k · lower is better0.21%

0.86%Trailing 12-mo yield$86 · $87 a year on $10k0.87%

−7.6%Worst dropSmaller is better−8.5%

11.2%VolatilityLower is calmer12.3%

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

5–3DUSA wins

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

More Ways to See the Pairs

DUSA vs DFAC: Top 5 Holdings

Today

DUSA

31.3%in top 5

DFAC

in top 520.1%

DUSAStockDFAC

7.3%COFnot top 5

6.3%DVNnot top 5

6.2%USBnot top 5

5.8%TSNnot top 5

5.7%AMZN2.6%

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5META1.9%

Held in common8.8%

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

DUSA vs DFAC Returns, Every Period

DavisDUSA

+12.0%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

DUSADFACFaded: behind in that period

3–1DUSA wins

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

DUSA vs DFAC

YTD

DavisDUSA

+11.9%

DFACDimensional

+15.8%

+11.9%Year to date+15.8%

−7.6%Worst drop · 1Y−8.5%

11.2%Volatility · 1Y12.3%

0.9%Yield0.9%

$1.3BAssets$87.6B

2–1DUSA wins

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

Cost, Income and Risk

Fees: DUSA, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

DUSA0.59%$59

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

Yields: DUSA, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

DUSA0.86%$86

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

DUSA$86 − $59 = $27

KeptFee

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

Overlap: DUSA, DFAC

Today

8.8%most shared, DUSA and DFAC

DUSADFAC

DUSA—8.8%

DFAC8.8%—

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

Return vs Bumpiness: 2 ETFs

+19.3%DUSA, at 11.2% volatility

DUSAWorst drop−7.6%11.2% vol

DFACWorst drop−8.5%12.3% vol

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

Paid More vs Made More

YTD

DFACDUSA

+15.8%Year to date+11.9%

0.9%Yield0.9%

+17.7%Past year+19.3%

0.21%Fee0.59%

2–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026