Compare · 2 funds side by side · dividends reinvested

OVL and DFAC

OVLOverlay Shares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,696OVL · best of the two

02 / 04

OVL 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%$87.6B1.4

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.50%+12.6%+13.3%+26.6%+12.1%−8.7%15.1%$509M1.6

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: OVL 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $509M$17,696

OVL

DFAC

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

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

OVLMeasureDFAC

+12.6%Year to dateJan 1 → Nov 3+14.1%

+13.3%1 yearTotal return+16.0%

+26.6%3 years · per year$10,000 became $20,284 · $18,595+23.0%

+12.1%5 years · per year$10,000 became $17,696 · $16,976+11.2%

0.79%Expense ratio$79 · $21 a year on $10k · lower is better0.21%

9.50%Trailing 12-mo yield$950 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

15.1%VolatilityLower is calmer12.2%

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

3–5DFAC wins

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

More Ways to See the Pairs

OVL vs DFAC: Top 5 Holdings

Today

OVL

100.0%in top 5

DFAC

in top 519.9%

OVLStockDFAC

100.0%VOOnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

Held in common0.0%

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

OVL vs DFAC Returns, Every Period

Overlay SharesOVL

+12.1%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

OVLDFACFaded: behind in that period

2–2Level

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

OVL vs DFAC

YTD

Overlay SharesOVL

+12.6%

DFACDimensional

+14.1%

+12.6%Year to date+14.1%

−8.7%Worst drop · 1Y−8.5%

15.1%Volatility · 1Y12.2%

9.5%Yield0.9%

$509MAssets$87.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: OVL, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

OVL0.79%$79

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

Yields: OVL, DFAC

9.50%highest, OVL

FundTrailing yieldYield$10k

OVL9.50%$950

DFAC0.88%$88

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

Income After Fees on $10,000

$871most kept, OVL

OVL$950 − $79 = $871

DFAC$88 − $21 = $67

KeptFee

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

Overlap: OVL, DFAC

Today

0.0%most shared, OVL and DFAC

OVLDFAC

OVL—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

OVLWorst drop−8.7%15.1% vol

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

Paid More vs Made More

YTD

OVLDFAC

+12.6%Year to date+14.1%

9.5%Yield0.9%

+13.3%Past year+16.0%

0.79%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