Compare · 3 funds side by side · dividends reinvested

RAFE, DFAC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,342RAFE · best of the three

02 / 04

RAFE, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.42%+25.4%+29.3%+24.8%+12.6%−7.5%11.5%$174M1.4

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%$89.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

Rank among the three1st → 3rdFee, 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: RAFE 2019 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $174M$17,342

RAFE

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

RAFEMeasureDFAC

+25.4%Year to dateJan 1 → Nov 5+15.8%

+29.3%1 yearTotal return+17.7%

+24.8%3 years · per year$10,000 became $19,421 · $18,682+23.2%

+12.6%5 years · per year$10,000 became $18,090 · $17,417+11.7%

0.29%Expense ratio$29 · $21 a year on $10k · lower is better0.21%

1.42%Trailing 12-mo yield$142 · $87 a year on $10k0.87%

−7.5%Worst dropSmaller is better−8.5%

11.5%VolatilityLower is calmer12.3%

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

7–1RAFE wins

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

More Ways to See the Pairs

RAFE vs DFAC: Top 5 Holdings

Today

RAFE

19.0%in top 5

DFAC

in top 520.5%

RAFEStockDFAC

5.4%AAPL5.8%

5.4%MSFT5.0%

not top 5NVDA5.1%

3.0%JNJnot top 5

2.8%UNHnot top 5

not top 5AMZN2.7%

2.4%JPMnot top 5

not top 5META1.9%

Held in common42.1%

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

RAFE vs DFAC Returns, Every Period

PIMCORAFE

+12.6%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

RAFEDFACFaded: behind in that period

4–0RAFE wins

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

RAFE vs DFAC

YTD

PIMCORAFE

+25.4%

DFACDimensional

+15.8%

+25.4%Year to date+15.8%

−7.5%Worst drop · 1Y−8.5%

11.5%Volatility · 1Y12.3%

1.4%Yield0.9%

$174MAssets$89.2B

4–0RAFE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RAFE, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

RAFE0.29%$29

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

Yields: RAFE, DFAC, VUG

1.42%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.42%$142

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$113most kept, RAFE

RAFE$142 − $29 = $113

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RAFE, DFAC, VUG

Today

42.1%most shared, RAFE and DFAC

RAFEDFACVUG

RAFE—42.1%21.9%

DFAC42.1%—36.2%

VUG21.9%36.2%—

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

Return vs Bumpiness: 3 ETFs

+29.3%RAFE, at 11.5% volatility

RAFEWorst drop−7.5%11.5% vol

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

RAFEDFAC

+25.4%Year to date+15.8%

1.4%Yield0.9%

+29.3%Past year+17.7%

0.29%Fee0.21%

3–1RAFE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026