Compare · 3 funds side by side · dividends reinvested

FEX, DFAC and IJH

FEXFirst Trust×DFACDimensional×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

FEX, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%0.99%+17.6%+19.3%+20.8%+10.0%−6.6%13.4%$1.6B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: FEX 2007 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,125

$10,000 five years ago, dividends reinvested · they hold 35.0% in common

DFAC

More Ways to See the Pairs

DFAC vs FEX: Top 5 Holdings

Today

DFAC

19.9%in top 5

FEX

in top 52.9%

DFACStockFEX

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: FEX, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

FEX0.57%$57

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FEX, DFAC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

FEX

+14.9%Year to dateJan 1 → Nov 11+17.6%

+16.5%1 yearTotal return+19.3%

+21.0%3 years · per year$10,000 became $17,728 · $17,640+20.8%

+10.9%5 years · per year$10,000 became $16,748 · $16,125+10.0%

0.21%Expense ratio$21 · $57 a year on $10k · lower is better0.57%

0.87%Trailing 12-mo yield$87 · $99 a year on $10k0.99%

−8.5%Worst dropSmaller is better−6.6%

13.0%VolatilityLower is calmer13.4%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FISV0.6%

not top 5PTC0.6%

not top 5ROP0.6%

not top 5STZ0.6%

not top 5SN0.5%

Held in common35.0%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs FEX Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

FEXFirst Trust

+10.0%

5 years, per year

DFACFEXFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+14.9%

IJHiShares

+14.2%

+14.9%Year to date+14.2%

−8.5%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.7%

0.9%Yield1.2%

$88.3BAssets$126B

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

FEX0.99%$99

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

FEX$99 − $57 = $42

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FEX, DFAC, IJH

Today

35.0%most shared, FEX and DFAC

FEXDFACIJH

FEX—35.0%7.3%

DFAC35.0%—11.5%

IJH7.3%11.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.3%FEX, at 13.4% volatility

DFACWorst drop−8.5%13.0% vol

FEXWorst drop−6.6%13.4% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHFEX

+14.2%Year to date+17.6%

1.2%Yield1.0%

+15.9%Past year+19.3%

0.05%Fee0.57%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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FEX, DFAC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three