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

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

PRFZ

DFAC

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

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

PRFZMeasureDFAC

+13.4%Year to dateJan 1 → Nov 5+11.2%

+17.2%1 yearTotal return+14.3%

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

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

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

0.86%Trailing 12-mo yield$86 · $90 a year on $10k0.90%

−10.4%Worst dropSmaller is better−8.5%

17.4%VolatilityLower is calmer12.9%

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

2–6DFAC wins

End-of-day Nov 5, 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 520.5%

PRFZStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

0.5%SNnot top 5

0.5%PAYCnot top 5

0.4%DOCUnot top 5

0.4%CBRLnot top 5

0.4%TXGnot top 5

Held in common9.8%

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

PRFZ vs DFAC Returns, Every Period

InvescoPRFZ

+7.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

PRFZDFACFaded: behind in that period

2–2Level

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

PRFZ vs DFAC

YTD

InvescoPRFZ

+13.4%

DFACDimensional

+11.2%

+13.4%Year to date+11.2%

−10.4%Worst drop · 1Y−8.5%

17.4%Volatility · 1Y12.9%

0.9%Yield0.9%

$2.7BAssets$89.2B

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