Compare · 2 funds side by side · dividends reinvested

INFO and DFAC

INFOHarbor×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

INFO and DFAC, 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%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.0

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.31%+12.7%+13.3%[…][…]−9.2%13.3%$940M2.0

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: INFO 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

INFO

Harbor PanAgora Dynamic Large Cap Core ETF · $940M[…]

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

DFACMeasureINFO

+14.1%Year to dateJan 1 → Nov 3+12.7%

+16.0%1 yearTotal return+13.3%

+23.0%3 years · per year$10,000 became $18,595 · […][…]

+11.2%5 years · per year$10,000 became $16,976 · […][…]

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%

12.2%VolatilityLower is calmer13.3%

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

6–0DFAC wins

End-of-day Nov 3, 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

19.9%in top 5

INFO

in top 530.7%

DFACStockINFO

5.7%AAPL8.2%

5.2%NVDA8.2%

4.7%MSFT6.0%

not top 5GOOGL4.9%

2.5%AMZN3.4%

1.9%METAnot top 5

Held in common42.6%

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

DFAC vs INFO Returns, Every Period

DimensionalDFAC

+16.0%

past year

INFOHarbor

+13.3%

past year

DFACINFOFaded: behind in that period

2–0DFAC wins

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

DFAC vs INFO

YTD

DimensionalDFAC

+14.1%

INFOHarbor

+12.7%

+14.1%Year to date+12.7%

−8.5%Worst drop · 1Y−9.2%

12.2%Volatility · 1Y13.3%

0.9%Yield0.3%

$87.6BAssets$940M

4–0DFAC wins

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

Cost, Income and Risk

Fees: INFO, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

INFO0.35%$35

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

Yields: INFO, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

INFO0.31%$31

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

INFO$31 − $35 = −$4

KeptFee

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

Overlap: INFO, DFAC

Today

42.6%most shared, INFO and DFAC

INFODFAC

INFO—42.6%

DFAC42.6%—

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

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

INFOWorst drop−9.2%13.3% vol

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

Paid More vs Made More

YTD

DFACINFO

+14.1%Year to date+12.7%

0.9%Yield0.3%

+16.0%Past year+13.3%

0.21%Fee0.35%

4–0DFAC 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