Compare · 3 funds side by side · dividends reinvested

INFO, DFAC and IJH

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

02 / 04

INFO, DFAC and IJH, 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%$87.7B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.9

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.2%+14.4%[…][…]−9.2%14.2%$918M2.8

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: INFO 2024 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

INFO

Harbor PanAgora Dynamic Large Cap Core ETF · $918M[…]

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

DFACMeasureINFO

+14.1%Year to dateJan 1 → Nov 9+12.2%

+17.7%1 yearTotal return+14.4%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

0.88%Trailing 12-mo yield$88 · $31 a year on $10k0.31%

−8.5%Worst dropSmaller is better−9.2%

13.1%VolatilityLower is calmer14.2%

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

6–0DFAC 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 INFO: Top 5 Holdings

Today

DFAC

20.4%in top 5

INFO

in top 531.5%

DFACStockINFO

5.9%AAPL8.6%

4.9%NVDA7.7%

5.0%MSFT6.5%

not top 5GOOGL5.1%

2.7%AMZN3.7%

1.9%METAnot top 5

Held in common42.8%

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

DFAC vs INFO Returns, Every Period

DimensionalDFAC

+17.7%

past year

INFOHarbor

+14.4%

past year

DFACINFOFaded: behind in that period

2–0DFAC wins

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

DFAC vs IJH

YTD

DimensionalDFAC

+14.1%

IJHiShares

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$87.7BAssets$125B

3–1DFAC wins

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

Cost, Income and Risk

Fees: INFO, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

INFO0.35%$35

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

Yields: INFO, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.88%$88

INFO0.31%$31

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

INFO$31 − $35 = −$4

KeptFee

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

Overlap: INFO, DFAC, IJH

Today

42.8%most shared, INFO and DFAC

INFODFACIJH

INFO—42.8%4.5%

DFAC42.8%—11.4%

IJH4.5%11.4%—

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

INFOWorst drop−9.2%14.2% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

IJHDFAC

+13.6%Year to date+14.1%

1.2%Yield0.9%

+17.5%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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