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$17,157EPS · 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%1.16%+9.6%+11.5%+21.4%+11.4%−8.4%13.0%$1.6B1.4

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%$85.6B1.6

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: EPS 2007 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,157

EPS

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 63.4% in common

EPSMeasureDFAC

+9.6%Year to dateJan 1 → Nov 6+11.4%

+11.5%1 yearTotal return+13.8%

+21.4%3 years · per year$10,000 became $17,874 · $17,722+21.0%

+11.4%5 years · per year$10,000 became $17,157 · $16,525+10.6%

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

1.16%Trailing 12-mo yield$116 · $90 a year on $10k0.90%

−8.4%Worst dropSmaller is better−8.5%

13.0%VolatilityLower is calmer12.9%

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

5–3EPS wins

End-of-day Nov 6, 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 520.4%

EPSStockDFAC

7.1%NVDA4.8%

6.0%AAPL5.9%

5.6%AMZN2.7%

4.7%MSFT5.0%

4.8%GOOGLnot top 5

not top 5META1.9%

Held in common63.4%

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

EPS vs DFAC Returns, Every Period

WisdomTreeEPS

+11.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

EPSDFACFaded: behind in that period

2–2Level

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

EPS vs DFAC

YTD

WisdomTreeEPS

+9.6%

DFACDimensional

+11.4%

+9.6%Year to date+11.4%

−8.4%Worst drop · 1Y−8.5%

13.0%Volatility · 1Y12.9%

1.2%Yield0.9%

$1.6BAssets$85.6B

2–2level

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

Yields: EPS, DFAC

1.16%highest, EPS

FundTrailing yieldYield$10k

EPS1.16%$116

DFAC0.90%$90

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

DFAC$90 − $21 = $69

KeptFee

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

Overlap: EPS, DFAC

Today

63.4%most shared, EPS and DFAC

EPSDFAC

EPS—63.4%

DFAC63.4%—

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

DFACWorst drop−8.5%12.9% vol

EPSWorst drop−8.4%13.0% vol

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

Paid More vs Made More

YTD

EPSDFAC

+9.6%Year to date+11.4%

1.2%Yield0.9%

+11.5%Past year+13.8%

0.08%Fee0.21%

2–2level

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