Compare · 2 funds side by side · dividends reinvested

NANR and DFAC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,328NANR · best of the two

02 / 04

NANR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P North American Natural Resources ETFUS Stock Styles · Large cap0.35%1.67%+25.8%+36.6%+21.2%+16.4%−12.3%19.6%$826M1.5

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%$87.6B1.5

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: NANR 2015 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P North American Natural Resources ETF · $826M$21,328

NANR

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

NANRMeasureDFAC

+25.8%Year to dateJan 1 → Nov 3+14.1%

+36.6%1 yearTotal return+16.0%

+21.2%3 years · per year$10,000 became $17,805 · $18,595+23.0%

+16.4%5 years · per year$10,000 became $21,328 · $16,976+11.2%

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

1.67%Trailing 12-mo yield$167 · $88 a year on $10k0.88%

−12.3%Worst dropSmaller is better−8.5%

19.6%VolatilityLower is calmer12.2%

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

4–4Level

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

More Ways to See the Pairs

NANR vs DFAC: Top 5 Holdings

Today

NANR

29.2%in top 5

DFAC

in top 519.9%

NANRStockDFAC

11.5%XOMnot top 5

7.9%CVXnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

3.7%NEMnot top 5

3.1%COPnot top 5

3.0%VYLRnot top 5

not top 5AMZN2.5%

not top 5META1.9%

Held in common6.9%

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

NANR vs DFAC Returns, Every Period

SPDRNANR

+16.4%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

NANRDFACFaded: behind in that period

3–1NANR wins

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

NANR vs DFAC

YTD

SPDRNANR

+25.8%

DFACDimensional

+14.1%

+25.8%Year to date+14.1%

−12.3%Worst drop · 1Y−8.5%

19.6%Volatility · 1Y12.2%

1.7%Yield0.9%

$826MAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: NANR, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

NANR0.35%$35

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

Yields: NANR, DFAC

1.67%highest, NANR

FundTrailing yieldYield$10k

NANR1.67%$167

DFAC0.88%$88

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

Income After Fees on $10,000

$132most kept, NANR

NANR$167 − $35 = $132

DFAC$88 − $21 = $67

KeptFee

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

Overlap: NANR, DFAC

Today

6.9%most shared, NANR and DFAC

NANRDFAC

NANR—6.9%

DFAC6.9%—

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

Return vs Bumpiness: 2 ETFs

+36.6%NANR, at 19.6% volatility

DFACWorst drop−8.5%12.2% vol

NANRWorst drop−12.3%19.6% vol

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

Paid More vs Made More

YTD

NANRDFAC

+25.8%Year to date+14.1%

1.7%Yield0.9%

+36.6%Past year+16.0%

0.35%Fee0.21%

3–1NANR 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