Compare · 3 funds side by side · dividends reinvested

PHDG, DFAC and VOO

PHDGInvesco×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

PHDG, DFAC and VOO, 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%$87.6B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Invesco S&P 500 Downside Hedged ETFUS Stock Styles · Large cap0.44%1.43%+10.4%+9.0%+11.3%+4.1%−6.8%11.9%$61M2.3

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: PHDG 2012 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Downside Hedged ETF · $61M$12,217

PHDG

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 65.3% in common

PHDGMeasureDFAC

+10.4%Year to dateJan 1 → Nov 4+15.8%

+9.0%1 yearTotal return+17.7%

+11.3%3 years · per year$10,000 became $13,805 · $18,682+23.2%

+4.1%5 years · per year$10,000 became $12,217 · $17,417+11.7%

0.44%Expense ratio$44 · $21 a year on $10k · lower is better0.21%

1.43%Trailing 12-mo yield$143 · $87 a year on $10k0.87%

−6.8%Worst dropSmaller is better−8.5%

11.9%VolatilityLower is calmer12.3%

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

3–5DFAC wins

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

More Ways to See the Pairs

PHDG vs DFAC: Top 5 Holdings

Today

PHDG

22.9%in top 5

DFAC

in top 520.1%

PHDGStockDFAC

6.4%NVDA5.3%

6.2%AAPL5.6%

5.0%MSFT4.8%

3.2%AMZN2.6%

2.1%GOOGLnot top 5

not top 5META1.9%

Held in common65.3%

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

PHDG vs DFAC Returns, Every Period

InvescoPHDG

+4.1%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

PHDGDFACFaded: behind in that period

0–4DFAC wins

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

Stocks vs Core: PHDG vs VOO

YTD

InvescoPHDG

+10.4%

VOOVanguard

+13.4%

+10.4%Year to date+13.4%

−6.8%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.8%

1.4%Yield1.1%

$61.5MAssets$1.00T

3–1PHDG wins

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

Cost, Income and Risk

Fees: PHDG, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

PHDG0.44%$44

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

Yields: PHDG, DFAC, VOO

1.43%highest, PHDG

FundTrailing yieldYield$10k

PHDG1.43%$143

VOO1.05%$105

DFAC0.87%$87

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

PHDG$143 − $44 = $99

DFAC$87 − $21 = $66

KeptFee

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

Overlap: PHDG, DFAC, VOO

Today

83.1%most shared, PHDG and VOO

PHDGDFACVOO

PHDG—65.3%83.1%

DFAC65.3%—67.6%

VOO83.1%67.6%—

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

PHDGWorst drop−6.8%11.9% vol

DFACWorst drop−8.5%12.3% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

PHDGDFAC

+10.4%Year to date+15.8%

1.4%Yield0.9%

+9.0%Past year+17.7%

0.44%Fee0.21%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026