Compare · 2 funds side by side · dividends reinvested

PBUS and DFAC

PBUSInvesco×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,780PBUS · best of the two

02 / 04

PBUS and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.0%+9.2%+22.2%+10.9%−9.0%13.8%$10.5B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: PBUS 2017 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.5B$16,780

PBUS

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 69.2% in common

PBUSMeasureDFAC

+8.0%Year to dateJan 1 → Nov 5+11.2%

+9.2%1 yearTotal return+14.3%

+22.2%3 years · per year$10,000 became $18,237 · $17,812+21.2%

+10.9%5 years · per year$10,000 became $16,780 · $16,526+10.6%

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

1.05%Trailing 12-mo yield$105 · $90 a year on $10k0.90%

−9.0%Worst dropSmaller is better−8.5%

13.8%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 5, 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

27.1%in top 5

DFAC

in top 520.5%

PBUSStockDFAC

7.8%AAPL5.8%

7.0%NVDA5.1%

5.9%MSFT5.0%

3.9%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common69.2%

End-of-day Nov 5, 2026 · share of each fund

PBUS vs DFAC Returns, Every Period

InvescoPBUS

+10.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

PBUSDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PBUS vs DFAC

YTD

InvescoPBUS

+8.0%

DFACDimensional

+11.2%

+8.0%Year to date+11.2%

−9.0%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y12.9%

1.0%Yield0.9%

$10.5BAssets$89.2B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBUS, DFAC

Today

0.04%lowest, PBUS

FundExpense ratioFee$10k

PBUS0.04%$4

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PBUS, DFAC

1.05%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.05%$105

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, PBUS

PBUS$105 − $4 = $101

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PBUS, DFAC

Today

69.2%most shared, PBUS and DFAC

PBUSDFAC

PBUS—69.2%

DFAC69.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

PBUSWorst drop−9.0%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PBUSDFAC

+8.0%Year to date+11.2%

1.0%Yield0.9%

+9.2%Past year+14.3%

0.04%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026