Compare · 2 funds side by side · dividends reinvested

ROBO and DFIS

ROBOROBO Global×DFISDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,359ROBO · best of the two

02 / 04

ROBO and DFIS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.27%+7.9%+15.0%+21.0%[…]−12.5%15.8%$5.7B1.0

ROBO Global Robotics and Automation Index ETFThematic · AI & semis0.95%0.42%+1.1%+2.0%+15.2%+0.7%−23.8%28.6%$1.8B1.9

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: ROBO 2013 · DFIS 2022

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Robotics and Automation Index ETF · $1.8B$10,359

ROBO

DFIS

Dimensional - International Small Cap ETF · $5.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

ROBOMeasureDFIS

+1.1%Year to dateJan 1 → Nov 6+7.9%

+2.0%1 yearTotal return+15.0%

+15.2%3 years · per year$10,000 became $15,289 · $17,712+21.0%

+0.7%5 years · per year$10,000 became $10,359 · […][…]

0.95%Expense ratio$95 · $39 a year on $10k · lower is better0.39%

0.42%Trailing 12-mo yield$42 · $227 a year on $10k2.27%

−23.8%Worst dropSmaller is better−12.5%

28.6%VolatilityLower is calmer15.8%

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

0–7DFIS wins

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

More Ways to See the Pairs

ROBO vs DFIS: Top 5 Holdings

Today

ROBO

9.8%in top 5

DFIS

in top 51.7%

ROBOStockDFIS

2.5%ISRGnot top 5

1.9%PTCnot top 5

1.9%6954.Tnot top 5

1.7%EMRnot top 5

1.7%G1A.DEnot top 5

not top 5ORNBV.HE0.4%

not top 5QIA.DE0.4%

not top 5VACN.SW0.3%

not top 5DPM.TO0.3%

not top 5HSX.L0.3%

Held in common0.8%

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

ROBO vs DFIS Returns, Every Period

ROBO GlobalROBO

+2.0%

past year

DFISDimensional

+15.0%

past year

ROBODFISFaded: behind in that period

0–3DFIS wins

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

Thematic vs International: ROBO vs DFIS

YTD

ROBO GlobalROBO

+1.1%

DFISDimensional

+7.9%

+1.1%Year to date+7.9%

−23.8%Worst drop · 1Y−12.5%

28.6%Volatility · 1Y15.8%

0.4%Yield2.3%

$1.8BAssets$5.7B

4–0DFIS wins

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

Cost, Income and Risk

Fees: ROBO, DFIS

Today

0.39%lowest, DFIS

FundExpense ratioFee$10k

DFIS0.39%$39

ROBO0.95%$95

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

Yields: ROBO, DFIS

2.27%highest, DFIS

FundTrailing yieldYield$10k

DFIS2.27%$227

ROBO0.42%$42

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

Income After Fees on $10,000

$188most kept, DFIS

DFIS$227 − $39 = $188

ROBO$42 − $95 = −$53

KeptFee

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

Overlap: ROBO, DFIS

Today

0.8%most shared, ROBO and DFIS

ROBODFIS

ROBO—0.8%

DFIS0.8%—

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

Return vs Bumpiness: 2 ETFs

+15.0%DFIS, at 15.8% volatility

DFISWorst drop−12.5%15.8% vol

ROBOWorst drop−23.8%28.6% vol

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

Paid More vs Made More

YTD

DFISROBO

+7.9%Year to date+1.1%

2.3%Yield0.4%

+15.0%Past year+2.0%

0.39%Fee0.95%

4–0DFIS 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