Compare · 2 funds side by side · dividends reinvested

RAFE and DFAC

RAFEPIMCO×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,275RAFE · best of the two

02 / 04

RAFE and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.47%+21.1%+24.7%+22.6%+11.6%−7.5%12.0%$180M1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: RAFE 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

RAFE

PIMCO RAFI ESG U.S. ETF · $180M$17,275

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

DFACMeasureRAFE

+11.4%Year to dateJan 1 → Nov 6+21.1%

+13.8%1 yearTotal return+24.7%

+21.0%3 years · per year$10,000 became $17,722 · $18,449+22.6%

+10.6%5 years · per year$10,000 became $16,525 · $17,275+11.6%

0.21%Expense ratio$21 · $29 a year on $10k · lower is better0.29%

0.90%Trailing 12-mo yield$90 · $147 a year on $10k1.47%

−8.5%Worst dropSmaller is better−7.5%

12.9%VolatilityLower is calmer12.0%

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

1–7RAFE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs RAFE: Top 5 Holdings

Today

DFAC

20.4%in top 5

RAFE

in top 519.1%

DFACStockRAFE

5.9%AAPL5.5%

5.0%MSFT5.4%

4.8%NVDAnot top 5

not top 5JNJ3.0%

not top 5UNH2.8%

2.7%AMZNnot top 5

not top 5JPM2.4%

1.9%METAnot top 5

Held in common42.0%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs RAFE Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

RAFEPIMCO

+11.6%

5 years, per year

DFACRAFEFaded: behind in that period

0–4RAFE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs RAFE

YTD

DimensionalDFAC

+11.4%

RAFEPIMCO

+21.1%

+11.4%Year to date+21.1%

−8.5%Worst drop · 1Y−7.5%

12.9%Volatility · 1Y12.0%

0.9%Yield1.5%

$85.6BAssets$180M

4–0RAFE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RAFE, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

RAFE0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RAFE, DFAC

1.47%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.47%$147

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RAFE, DFAC

Today

42.0%most shared, RAFE and DFAC

RAFEDFAC

RAFE—42.0%

DFAC42.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.7%RAFE, at 12.0% volatility

RAFEWorst drop−7.5%12.0% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RAFEDFAC

+21.1%Year to date+11.4%

1.5%Yield0.9%

+24.7%Past year+13.8%

0.29%Fee0.21%

3–1RAFE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026