Compare · 3 funds side by side · dividends reinvested

PHDG, DFAC and VOO

PHDGInvesco×DFACDimensional×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · best of the three

Story of the three · IncomeMost incomePHDG · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

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%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T1.9

Invesco S&P 500 Downside Hedged ETFUS Stock Styles · Large cap0.44%1.42%+11.0%+9.2%+10.8%+3.7%−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 12, 2026 · returns include dividends · since: PHDG 2012 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

VOO

Vanguard S&P 500 ETF · $1.00T$17,393

$10,000 five years ago, dividends reinvested · they hold 67.3% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs VOO: Top 5 Holdings

Today

DFAC

19.8%in top 5

VOO

in top 528.3%

DFACStockVOO

4.4%NVDA8.4%

5.9%AAPL7.4%

4.7%MSFT5.8%

2.7%AMZN3.7%

not top 5GOOGL

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 12, 2026 · fee on $10,000 a year

Yields: PHDG, DFAC, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VOO

+14.1%Year to dateJan 1 → Nov 12+11.9%

+15.4%1 yearTotal return+12.1%

+20.7%3 years · per year$10,000 became $17,581 · $18,015+21.7%

+10.6%5 years · per year$10,000 became $16,580 · $17,393+11.7%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%

1.9%METAnot top 5

Held in common67.3%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs VOO Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

VOOVanguard

+11.7%

5 years, per year

DFACVOOFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs PHDG

YTD

DimensionalDFAC

+14.1%

PHDGInvesco

+11.0%

+14.1%Year to date+11.0%

−8.5%Worst drop · 1Y−6.8%

13.1%Volatility · 1Y11.9%

0.9%Yield1.4%

$87.7BAssets$61.4M

3–1PHDG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.42%highest, PHDG

FundTrailing yieldYield$10k

PHDG1.42%$142

VOO1.07%$107

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

PHDG$142 − $44 = $98

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PHDG, DFAC, VOO

Today

79.2%most shared, PHDG and VOO

PHDGDFACVOO

PHDG—64.0%79.2%

DFAC64.0%—67.3%

VOO79.2%67.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

PHDGWorst drop−6.8%11.9% vol

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PHDGDFAC

+11.0%Year to date+14.1%

1.4%Yield0.9%

+9.2%Past year+15.4%

0.44%Fee0.21%

3–1DFAC wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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PHDG, DFAC and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three