Compare · 2 funds side by side · dividends reinvested

EPS and DFAC

EPSWisdomTree×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,607EPS · best of the two

02 / 04

EPS and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.14%+12.1%+13.7%+23.4%+12.0%−8.4%12.2%$1.6B1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$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 3, 2026 · returns include dividends · since: EPS 2007 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,607

EPS

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 63.8% in common

EPSMeasureDFAC

+12.1%Year to dateJan 1 → Nov 3+14.1%

+13.7%1 yearTotal return+16.0%

+23.4%3 years · per year$10,000 became $18,813 · $18,595+23.0%

+12.0%5 years · per year$10,000 became $17,607 · $16,976+11.2%

0.08%Expense ratio$8 · $21 a year on $10k · lower is better0.21%

1.14%Trailing 12-mo yield$114 · $88 a year on $10k0.88%

−8.4%Worst dropSmaller is better−8.5%

12.2%VolatilityLower is calmer12.2%

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

5–2EPS wins

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

More Ways to See the Pairs

EPS vs DFAC: Top 5 Holdings

Today

EPS

28.2%in top 5

DFAC

in top 519.9%

EPSStockDFAC

7.1%NVDA5.2%

6.0%AAPL5.7%

5.6%AMZN2.5%

4.8%GOOGLnot top 5

4.7%MSFT4.7%

not top 5META1.9%

Held in common63.8%

End-of-day Nov 3, 2026 · share of each fund

EPS vs DFAC Returns, Every Period

WisdomTreeEPS

+12.0%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

EPSDFACFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPS vs DFAC

YTD

WisdomTreeEPS

+12.1%

DFACDimensional

+14.1%

+12.1%Year to date+14.1%

−8.4%Worst drop · 1Y−8.5%

12.2%Volatility · 1Y12.2%

1.1%Yield0.9%

$1.6BAssets$87.6B

2–1EPS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, DFAC

Today

0.08%lowest, EPS

FundExpense ratioFee$10k

EPS0.08%$8

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPS, DFAC

1.14%highest, EPS

FundTrailing yieldYield$10k

EPS1.14%$114

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, EPS

EPS$114 − $8 = $106

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPS, DFAC

Today

63.8%most shared, EPS and DFAC

EPSDFAC

EPS—63.8%

DFAC63.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

EPSWorst drop−8.4%12.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPSDFAC

+12.1%Year to date+14.1%

1.1%Yield0.9%

+13.7%Past year+16.0%

0.08%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026