Compare · 2 funds side by side · dividends reinvested

EQTY and DFAC

EQTYKovitz×DFACDimensional×

Versus in desk

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

02 / 04

EQTY and DFAC, 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%$87.6B1.0

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+12.7%+17.5%+20.9%[…]−11.9%13.0%$1.4B2.0

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: EQTY 2011 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

EQTYMeasureDFAC

+12.7%Year to dateJan 1 → Nov 4+15.8%

+17.5%1 yearTotal return+17.7%

+20.9%3 years · per year$10,000 became $17,686 · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.99%Expense ratio$99 · $21 a year on $10k · lower is better0.21%

0.02%Trailing 12-mo yield$2 · $87 a year on $10k0.87%

−11.9%Worst dropSmaller is better−8.5%

13.0%VolatilityLower is calmer12.3%

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

0–7DFAC wins

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

More Ways to See the Pairs

EQTY vs DFAC: Top 5 Holdings

Today

EQTY

23.3%in top 5

DFAC

in top 520.1%

EQTYStockDFAC

not top 5AAPL5.6%

5.4%GOOGnot top 5

not top 5NVDA5.3%

4.8%AMZN2.6%

not top 5MSFT4.8%

4.5%ICEnot top 5

4.4%BDXAnot top 5

4.2%PMnot top 5

not top 5META1.9%

Held in common15.4%

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

EQTY vs DFAC Returns, Every Period

KovitzEQTY

+17.5%

past year

DFACDimensional

+17.7%

past year

EQTYDFACFaded: behind in that period

0–3DFAC wins

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

EQTY vs DFAC

YTD

KovitzEQTY

+12.7%

DFACDimensional

+15.8%

+12.7%Year to date+15.8%

−11.9%Worst drop · 1Y−8.5%

13.0%Volatility · 1Y12.3%

0.0%Yield0.9%

$1.4BAssets$87.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: EQTY, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

EQTY0.99%$99

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

Yields: EQTY, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

EQTY0.02%$2

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, DFAC

Today

15.4%most shared, EQTY and DFAC

EQTYDFAC

EQTY—15.4%

DFAC15.4%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

EQTYWorst drop−11.9%13.0% vol

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

Paid More vs Made More

YTD

DFACEQTY

+15.8%Year to date+12.7%

0.9%Yield0.0%

+17.7%Past year+17.5%

0.21%Fee0.99%

4–0DFAC 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