Compare · 2 funds side by side · dividends reinvested

MSOS and DFAC

MSOSAdvisorShares×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

MSOS 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

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−4.9%+0.0%−5.0%−30.5%−52.9%93.5%$830M2.0

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: MSOS 2020 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

MSOS

AdvisorShares Pure US Cannabis ETF · $830M$1,620

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureMSOS

+14.1%Year to dateJan 1 → Nov 3−4.9%

+16.0%1 yearTotal return+0.0%

+23.0%3 years · per year$10,000 became $18,595 · $8,569−5.0%

+11.2%5 years · per year$10,000 became $16,976 · $1,620−30.5%

0.21%Expense ratio$21 · $75 a year on $10k · lower is better0.75%

0.88%Trailing 12-mo yield$88 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−52.9%

12.2%VolatilityLower is calmer93.5%

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

8–0DFAC 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 MSOS: Top 5 Holdings

Today

DFAC

19.9%in top 5

MSOS

in top 555.8%

DFACStockMSOS

not top 5TRLV21.8%

not top 5CURLF18.0%

not top 5GTBIF10.1%

5.7%AAPLnot top 5

5.2%NVDAnot top 5

4.7%MSFTnot top 5

not top 5VRNO3.6%

2.5%AMZNnot top 5

not top 5TRSSF2.4%

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs MSOS Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

MSOSAdvisorShares

−30.5%

5 years, per year

DFACMSOSFaded: behind in that period

4–0DFAC wins

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

DFAC vs MSOS

YTD

DimensionalDFAC

+14.1%

MSOSAdvisorShares

−4.9%

+14.1%Year to date−4.9%

−8.5%Worst drop · 1Y−52.9%

12.2%Volatility · 1Y93.5%

0.9%Yield0.0%

$87.6BAssets$830M

4–0DFAC wins

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

Cost, Income and Risk

Fees: MSOS, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

MSOS0.75%$75

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

Yields: MSOS, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

MSOS0.00%$0

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

MSOS$0 − $75 = −$75

KeptFee

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

Overlap: MSOS, DFAC

Today

0.0%most shared, MSOS and DFAC

MSOSDFAC

MSOS—0.0%

DFAC0.0%—

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

MSOSWorst drop−52.9%93.5% vol

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

Paid More vs Made More

YTD

DFACMSOS

+14.1%Year to date−4.9%

0.9%Yield0.0%

+16.0%Past year+0.0%

0.21%Fee0.75%

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