Compare · 2 funds side by side · dividends reinvested

FNDB and DFAC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,397FNDB · best of the two

02 / 04

FNDB and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Broad Market Index ETFUS Stock Styles · Large cap0.25%1.42%+20.6%+24.1%+24.0%+13.0%−6.3%10.1%$1.5B1.1

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%$87.6B1.9

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: FNDB 2013 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Broad Market Index ETF · $1.5B$18,397

FNDB

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 67.8% in common

FNDBMeasureDFAC

+20.6%Year to dateJan 1 → Nov 3+14.1%

+24.1%1 yearTotal return+16.0%

+24.0%3 years · per year$10,000 became $19,050 · $18,595+23.0%

+13.0%5 years · per year$10,000 became $18,397 · $16,976+11.2%

0.25%Expense ratio$25 · $21 a year on $10k · lower is better0.21%

1.42%Trailing 12-mo yield$142 · $88 a year on $10k0.88%

−6.3%Worst dropSmaller is better−8.5%

10.1%VolatilityLower is calmer12.2%

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

7–1FNDB wins

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

More Ways to See the Pairs

FNDB vs DFAC: Top 5 Holdings

Today

FNDB

13.1%in top 5

DFAC

in top 519.9%

FNDBStockDFAC

4.5%AAPL5.7%

not top 5NVDA5.2%

2.9%MSFT4.7%

1.7%AMZN2.5%

2.3%XOMnot top 5

not top 5META1.9%

1.7%BRK-Bnot top 5

Held in common67.8%

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

FNDB vs DFAC Returns, Every Period

SchwabFNDB

+13.0%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

FNDBDFACFaded: behind in that period

4–0FNDB wins

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

FNDB vs DFAC

YTD

SchwabFNDB

+20.6%

DFACDimensional

+14.1%

+20.6%Year to date+14.1%

−6.3%Worst drop · 1Y−8.5%

10.1%Volatility · 1Y12.2%

1.4%Yield0.9%

$1.5BAssets$87.6B

4–0FNDB wins

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

Cost, Income and Risk

Fees: FNDB, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

FNDB0.25%$25

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

Yields: FNDB, DFAC

1.42%highest, FNDB

FundTrailing yieldYield$10k

FNDB1.42%$142

DFAC0.88%$88

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

Income After Fees on $10,000

$117most kept, FNDB

FNDB$142 − $25 = $117

DFAC$88 − $21 = $67

KeptFee

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

Overlap: FNDB, DFAC

Today

67.8%most shared, FNDB and DFAC

FNDBDFAC

FNDB—67.8%

DFAC67.8%—

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

Return vs Bumpiness: 2 ETFs

+24.1%FNDB, at 10.1% volatility

FNDBWorst drop−6.3%10.1% vol

DFACWorst drop−8.5%12.2% vol

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

Paid More vs Made More

YTD

FNDBDFAC

+20.6%Year to date+14.1%

1.4%Yield0.9%

+24.1%Past year+16.0%

0.25%Fee0.21%

3–1FNDB wins

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