Compare · 2 funds side by side · dividends reinvested

NULC and DFAC

NULCNuveen×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

NULC 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%$87.6B1.3

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%8.85%+14.9%+14.6%+22.7%+9.6%−8.9%13.9%$79M1.6

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: NULC 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $79M$15,848

NULC

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

NULCMeasureDFAC

+14.9%Year to dateJan 1 → Nov 3+14.1%

+14.6%1 yearTotal return+16.0%

+22.7%3 years · per year$10,000 became $18,480 · $18,595+23.0%

+9.6%5 years · per year$10,000 became $15,848 · $16,976+11.2%

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

8.85%Trailing 12-mo yield$885 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−8.5%

13.9%VolatilityLower is calmer12.2%

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

2–5DFAC wins

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

More Ways to See the Pairs

NULC vs DFAC: Top 5 Holdings

Today

NULC

22.8%in top 5

DFAC

in top 519.9%

NULCStockDFAC

8.3%NVDA5.2%

not top 5AAPL5.7%

5.5%MSFT4.7%

3.5%META1.9%

3.2%AVGOnot top 5

not top 5AMZN2.5%

2.4%AMDnot top 5

Held in common29.9%

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

NULC vs DFAC Returns, Every Period

NuveenNULC

+9.6%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

NULCDFACFaded: behind in that period

1–3DFAC wins

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

NULC vs DFAC

YTD

NuveenNULC

+14.9%

DFACDimensional

+14.1%

+14.9%Year to date+14.1%

−8.9%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y12.2%

8.9%Yield0.9%

$79.2MAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: NULC, DFAC

Today

0.21%lowest, NULC

FundExpense ratioFee$10k

NULC0.21%$21

DFAC0.21%$21

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

Yields: NULC, DFAC

8.85%highest, NULC

FundTrailing yieldYield$10k

NULC8.85%$885

DFAC0.88%$88

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

Income After Fees on $10,000

$864most kept, NULC

NULC$885 − $21 = $864

DFAC$88 − $21 = $67

KeptFee

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

Overlap: NULC, DFAC

Today

29.9%most shared, NULC and DFAC

NULCDFAC

NULC—29.9%

DFAC29.9%—

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

NULCWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

NULCDFAC

+14.9%Year to date+14.1%

8.9%Yield0.9%

+14.6%Past year+16.0%

0.21%Fee0.21%

2–1NULC 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