Compare · 2 funds side by side · dividends reinvested

OVL and DFAC

OVLOverlay Shares×DFACDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,206OVL · best of the two

Story of the two · IncomeMost incomeOVL · 9.50% · $950 a year on $10k

Story of the two · RiskSmallest drop

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%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.4

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.50%+12.6%+13.1%+23.3%+11.5%−8.7%16.3%$537M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: OVL 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

OVL

Overlay Shares Large Cap Equity ETF · $537M$17,206

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

DFACMeasureOVL

+13.9%

More Ways to See the Pairs

DFAC vs OVL: Top 5 Holdings

Today

DFAC

19.8%in top 5

OVL

in top 5100.0%

DFACStockOVL

not top 5VOO100.0%

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: OVL, DFAC

1Y

9.50%highest, OVL

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+12.6%

+15.1%1 yearTotal return+13.1%

+20.7%3 years · per year$10,000 became $17,599 · $18,725+23.3%

+10.5%5 years · per year$10,000 became $16,443 · $17,205+11.5%

0.21%Expense ratio$21 · $79 a year on $10k · lower is better0.79%

0.88%Trailing 12-mo yield$88 · $950 a year on $10k9.50%

−8.5%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer16.3%

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

5–3DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs OVL Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

OVLOverlay Shares

+11.5%

5 years, per year

DFACOVLFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs OVL

YTD

DimensionalDFAC

+13.9%

OVLOverlay Shares

+12.6%

+13.9%Year to date+12.6%

−8.5%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y16.3%

0.9%Yield9.5%

$87.7BAssets$537M

3–1DFAC wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

OVL9.50%$950

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$871most kept, OVL

OVL$950 − $79 = $871

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

OVLWorst drop−8.7%16.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OVLDFAC

+12.6%Year to date+13.9%

9.5%Yield0.9%

+13.1%Past year+15.1%

0.79%Fee0.21%

3–1DFAC wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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OVL and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two