Compare · 3 funds side by side · dividends reinvested

PBUS, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,719PBUS · best of the three

02 / 04

PBUS, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.8

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.00%+13.1%+12.9%+24.3%+12.1%−9.0%13.1%$10.5B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PBUS 2017 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.5B$17,719

PBUS

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 68.9% in common

PBUSMeasureDFAC

+13.1%Year to dateJan 1 → Nov 4+15.8%

+12.9%1 yearTotal return+17.7%

+24.3%3 years · per year$10,000 became $19,195 · $18,682+23.2%

+12.1%5 years · per year$10,000 became $17,719 · $17,417+11.7%

0.04%Expense ratio$4 · $21 a year on $10k · lower is better0.21%

1.00%Trailing 12-mo yield$100 · $87 a year on $10k0.87%

−9.0%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer12.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBUS vs DFAC: Top 5 Holdings

Today

PBUS

26.7%in top 5

DFAC

in top 520.1%

PBUSStockDFAC

7.5%AAPL5.6%

7.3%NVDA5.3%

5.6%MSFT4.8%

3.7%AMZN2.6%

2.5%GOOGLnot top 5

not top 5META1.9%

Held in common68.9%

End-of-day Nov 4, 2026 · share of each fund

PBUS vs DFAC Returns, Every Period

InvescoPBUS

+12.1%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

PBUSDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PBUS vs IJH

YTD

InvescoPBUS

+13.1%

IJHiShares

+13.9%

+13.1%Year to date+13.9%

−9.0%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.0%

1.0%Yield1.2%

$10.5BAssets$125B

3–1IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBUS, DFAC, IJH

Today

0.04%lowest, PBUS

FundExpense ratioFee$10k

PBUS0.04%$4

IJH0.05%$5

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PBUS, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

PBUS1.00%$100

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

PBUS$100 − $4 = $96

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PBUS, DFAC, IJH

Today

68.9%most shared, PBUS and DFAC

PBUSDFACIJH

PBUS—68.9%0.7%

DFAC68.9%—11.5%

IJH0.7%11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

PBUSWorst drop−9.0%13.1% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+13.9%Year to date+15.8%

1.2%Yield0.9%

+16.4%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026