Compare · 3 funds side by side · dividends reinvested

HAIL, DFAC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

HAIL, DFAC and VUG, 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%$85.6B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.08%−1.4%−6.1%+8.7%−9.7%−31.8%32.1%$16M2.8

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: HAIL 2017 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

DFACMeasureVUG

+14.1%Year to dateJan 1 → Nov 9+4.2%

+17.7%1 yearTotal return+4.7%

+21.2%3 years · per year$10,000 became $17,787 · $18,569+22.9%

+11.0%5 years · per year$10,000 became $16,820 · $16,565+10.6%

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

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.1%VolatilityLower is calmer19.1%

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

6–2DFAC wins

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 VUG: Top 5 Holdings

Today

DFAC

20.4%in top 5

VUG

in top 545.2%

DFACStockVUG

4.9%NVDA13.5%

5.9%AAPL12.5%

5.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common35.8%

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

DFAC vs VUG Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

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

DFAC vs HAIL

YTD

DimensionalDFAC

+14.1%

HAILSPDR

−1.4%

+14.1%Year to date−1.4%

−8.5%Worst drop · 1Y−31.8%

13.1%Volatility · 1Y32.1%

0.9%Yield2.1%

$85.6BAssets$15.9M

3–1DFAC wins

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

Cost, Income and Risk

Fees: HAIL, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

HAIL0.45%$45

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

Yields: HAIL, DFAC, VUG

2.08%highest, HAIL

FundTrailing yieldYield$10k

HAIL2.08%$208

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$163most kept, HAIL

HAIL$208 − $45 = $163

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: HAIL, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

HAILDFACVUG

HAIL—4.6%4.3%

DFAC4.6%—35.8%

VUG4.3%35.8%—

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

VUGWorst drop−15.1%19.1% vol

HAILWorst drop−31.8%32.1% vol

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

Paid More vs Made More

YTD

HAILDFAC

−1.4%Year to date+14.1%

2.1%Yield0.9%

−6.1%Past year+17.7%

0.45%Fee0.21%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026