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$16,526DFAC · 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%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.86%+13.4%+17.2%+20.1%+7.7%−10.4%17.4%$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 5, 2026 · returns include dividends · since: PRFZ 2006 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

PRFZ

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,468

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

DFACMeasurePRFZ

+11.2%Year to dateJan 1 → Nov 5+13.4%

+14.3%1 yearTotal return+17.2%

+21.2%3 years · per year$10,000 became $17,812 · $17,342+20.1%

+10.6%5 years · per year$10,000 became $16,526 · $14,468+7.7%

0.21%Expense ratio$21 · $36 a year on $10k · lower is better0.36%

0.90%Trailing 12-mo yield$90 · $86 a year on $10k0.86%

−8.5%Worst dropSmaller is better−10.4%

12.9%VolatilityLower is calmer17.4%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs PRFZ: Top 5 Holdings

Today

DFAC

20.5%in top 5

PRFZ

in top 52.1%

DFACStockPRFZ

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5SN0.5%

not top 5PAYC0.5%

not top 5DOCU0.4%

not top 5CBRL0.4%

not top 5TXG0.4%

Held in common9.8%

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

DFAC vs PRFZ Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

PRFZInvesco

+7.7%

5 years, per year

DFACPRFZFaded: behind in that period

2–2Level

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

DFAC vs PRFZ

YTD

DimensionalDFAC

+11.2%

PRFZInvesco

+13.4%

+11.2%Year to date+13.4%

−8.5%Worst drop · 1Y−10.4%

12.9%Volatility · 1Y17.4%

0.9%Yield0.9%

$89.2BAssets$2.7B

2–1DFAC wins

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

Yields: PRFZ, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

PRFZ0.86%$86

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

PRFZ$86 − $36 = $50

KeptFee

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

Return vs Bumpiness: 2 ETFs

+17.2%PRFZ, at 17.4% volatility

DFACWorst drop−8.5%12.9% vol

PRFZWorst drop−10.4%17.4% vol

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

Paid More vs Made More

YTD

DFACPRFZ

+11.2%Year to date+13.4%

0.9%Yield0.9%

+14.3%Past year+17.2%

0.21%Fee0.36%

2–1PRFZ wins

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