Compare · 2 funds side by side · dividends reinvested

ITB and DFAC

ITBiShares×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

ITB 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%$87.6B1.1

iShares U.S. Home Construction ETFUS Stock Styles · Large cap0.37%1.35%−1.7%−5.6%+10.4%+6.6%−25.7%30.4%$2.3B1.9

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: ITB 2006 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Home Construction ETF · $2.3B$13,749

ITB

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

ITBMeasureDFAC

−1.7%Year to dateJan 1 → Nov 3+14.1%

−5.6%1 yearTotal return+16.0%

+10.4%3 years · per year$10,000 became $13,472 · $18,595+23.0%

+6.6%5 years · per year$10,000 became $13,749 · $16,976+11.2%

0.37%Expense ratio$37 · $21 a year on $10k · lower is better0.21%

1.35%Trailing 12-mo yield$135 · $88 a year on $10k0.88%

−25.7%Worst dropSmaller is better−8.5%

30.4%VolatilityLower is calmer12.2%

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

1–7DFAC wins

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

More Ways to See the Pairs

ITB vs DFAC: Top 5 Holdings

Today

ITB

49.4%in top 5

DFAC

in top 519.9%

ITBStockDFAC

17.9%DHInot top 5

11.3%PHMnot top 5

8.1%LENnot top 5

7.3%NVRnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

4.7%TOLnot top 5

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

Held in common1.5%

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

ITB vs DFAC Returns, Every Period

iSharesITB

+6.6%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

ITBDFACFaded: behind in that period

0–4DFAC wins

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

ITB vs DFAC

YTD

iSharesITB

−1.7%

DFACDimensional

+14.1%

−1.7%Year to date+14.1%

−25.7%Worst drop · 1Y−8.5%

30.4%Volatility · 1Y12.2%

1.4%Yield0.9%

$2.3BAssets$87.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: ITB, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

ITB0.37%$37

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

Yields: ITB, DFAC

1.35%highest, ITB

FundTrailing yieldYield$10k

ITB1.35%$135

DFAC0.88%$88

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

Income After Fees on $10,000

$98most kept, ITB

ITB$135 − $37 = $98

DFAC$88 − $21 = $67

KeptFee

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

Overlap: ITB, DFAC

Today

1.5%most shared, ITB and DFAC

ITBDFAC

ITB—1.5%

DFAC1.5%—

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

ITBWorst drop−25.7%30.4% vol

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

Paid More vs Made More

YTD

ITBDFAC

−1.7%Year to date+14.1%

1.4%Yield0.9%

−5.6%Past year+16.0%

0.37%Fee0.21%

3–1DFAC 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