Compare · 2 funds side by side · dividends reinvested

PRFZ and DFAC

PRFZInvesco×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

PRFZ and DFAC, 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%$87.6B1.3

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.82%+18.4%+20.3%+22.2%+9.0%−10.4%16.9%$2.7B1.8

Rank among the two1st → 2ndFee, 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: PRFZ 2006 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$15,353

PRFZ

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

PRFZMeasureDFAC

+18.4%Year to dateJan 1 → Nov 4+15.8%

+20.3%1 yearTotal return+17.7%

+22.2%3 years · per year$10,000 became $18,261 · $18,682+23.2%

+9.0%5 years · per year$10,000 became $15,353 · $17,417+11.7%

0.36%Expense ratio$36 · $21 a year on $10k · lower is better0.21%

0.82%Trailing 12-mo yield$82 · $87 a year on $10k0.87%

−10.4%Worst dropSmaller is better−8.5%

16.9%VolatilityLower is calmer12.3%

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

2–6DFAC wins

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

More Ways to See the Pairs

PRFZ vs DFAC: Top 5 Holdings

Today

PRFZ

2.1%in top 5

DFAC

in top 520.1%

PRFZStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

0.5%PAYCnot top 5

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%CRGYnot top 5

0.4%CBRLnot top 5

Held in common9.8%

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

PRFZ vs DFAC Returns, Every Period

InvescoPRFZ

+9.0%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

PRFZDFACFaded: behind in that period

2–2Level

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

PRFZ vs DFAC

YTD

InvescoPRFZ

+18.4%

DFACDimensional

+15.8%

+18.4%Year to date+15.8%

−10.4%Worst drop · 1Y−8.5%

16.9%Volatility · 1Y12.3%

0.8%Yield0.9%

$2.7BAssets$87.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: PRFZ, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

PRFZ0.36%$36

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

Yields: PRFZ, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

PRFZ0.82%$82

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

PRFZ$82 − $36 = $46

KeptFee

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

Overlap: PRFZ, DFAC

Today

9.8%most shared, PRFZ and DFAC

PRFZDFAC

PRFZ—9.8%

DFAC9.8%—

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

Return vs Bumpiness: 2 ETFs

+20.3%PRFZ, at 16.9% volatility

DFACWorst drop−8.5%12.3% vol

PRFZWorst drop−10.4%16.9% vol

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

Paid More vs Made More

YTD

DFACPRFZ

+15.8%Year to date+18.4%

0.9%Yield0.8%

+17.7%Past year+20.3%

0.21%Fee0.36%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026