Compare · 3 funds side by side · dividends reinvested

FCTR, DFAC and VOO

FCTRFirst Trust×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

FCTR, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.9%−7.3%+11.4%−1.3%−22.9%21.0%$45M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FCTR 2018 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 67.4% in common

DFACMeasureVOO

+14.1%Year to dateJan 1 → Nov 9+11.3%

+17.7%1 yearTotal return+13.6%

+21.2%3 years · per year$10,000 became $17,787 · $18,159+22.0%

+11.0%5 years · per year$10,000 became $16,820 · $17,543+11.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs VOO: Top 5 Holdings

Today

DFAC

20.4%in top 5

VOO

in top 528.3%

DFACStockVOO

4.9%NVDA8.4%

5.9%AAPL7.4%

5.0%MSFT5.8%

2.7%AMZN3.7%

not top 5GOOGL3.1%

1.9%METAnot top 5

Held in common67.4%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs VOO Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DFACVOOFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+14.1%

VOOVanguard

+11.3%

+14.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.7%

0.9%Yield1.1%

$87.7BAssets$1.00T

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

FCTR0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FCTR, DFAC, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

DFAC0.88%$88

FCTR0.64%$64

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FCTR, DFAC, VOO

Today

67.4%most shared, DFAC and VOO

FCTRDFACVOO

FCTR—19.4%19.1%

DFAC19.4%—67.4%

VOO19.1%67.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

FCTRWorst drop−22.9%21.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+11.3%Year to date+14.1%

1.1%Yield0.9%

+13.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026