Compare · 3 funds side by side · dividends reinvested

PBUS, DFAC and VOO

PBUSInvesco×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

PBUS, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B2.0

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.02%+11.0%+13.1%+22.0%+11.4%−9.0%13.9%$10.2B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: PBUS 2017 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

DFAC

PBUS

Invesco MSCI USA ETF · $10.2B$17,180

$10,000 five years ago, dividends reinvested · they hold 69.0% in common

DFACMeasurePBUS

+14.4%Year to dateJan 1 → Nov 9+11.0%

+18.1%1 yearTotal return+13.1%

+21.3%3 years · per year$10,000 became $17,839 · $18,170+22.0%

+11.0%5 years · per year$10,000 became $16,869 · $17,180+11.4%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

0.88%Trailing 12-mo yield$88 · $102 a year on $10k1.02%

−8.5%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer13.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs PBUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

PBUS

in top 527.2%

DFACStockPBUS

5.9%AAPL8.0%

4.8%NVDA6.6%

5.0%MSFT6.0%

2.7%AMZN4.0%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common69.0%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs PBUS Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

PBUSInvesco

+11.4%

5 years, per year

DFACPBUSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+14.4%

VOOVanguard

+11.3%

+14.4%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.7%

0.9%Yield1.1%

$85.6BAssets$1.00T

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBUS, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PBUS0.04%$4

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PBUS, DFAC, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

PBUS1.02%$102

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PBUS$102 − $4 = $98

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PBUS, DFAC, VOO

Today

89.9%most shared, PBUS and VOO

PBUSDFACVOO

PBUS—69.0%89.9%

DFAC69.0%—67.3%

VOO89.9%67.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

PBUSWorst drop−9.0%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+11.3%Year to date+14.4%

1.1%Yield0.9%

+13.6%Past year+18.1%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026