Compare · 2 funds side by side · dividends reinvested

RWL and DFAC

RWLInvesco×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,745RWL · best of the two

02 / 04

RWL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.20%+17.8%+20.9%+22.0%+13.4%−6.6%10.3%$10.6B1.1

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%$85.7B1.9

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: RWL 2008 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.6B$18,745

RWL

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

RWLMeasureDFAC

+17.8%Year to dateJan 1 → Nov 6+11.4%

+20.9%1 yearTotal return+13.8%

+22.0%3 years · per year$10,000 became $18,148 · $17,722+21.0%

+13.4%5 years · per year$10,000 became $18,745 · $16,525+10.6%

0.39%Expense ratio$39 · $21 a year on $10k · lower is better0.21%

1.20%Trailing 12-mo yield$120 · $90 a year on $10k0.90%

−6.6%Worst dropSmaller is better−8.5%

10.3%VolatilityLower is calmer12.9%

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

7–1RWL wins

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

More Ways to See the Pairs

RWL vs DFAC: Top 5 Holdings

Today

RWL

15.6%in top 5

DFAC

in top 520.4%

RWLStockDFAC

2.5%AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

4.4%WMTnot top 5

4.0%AMZN2.7%

2.5%MCKnot top 5

2.2%UNHnot top 5

not top 5META1.9%

Held in common52.8%

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

RWL vs DFAC Returns, Every Period

InvescoRWL

+13.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

RWLDFACFaded: behind in that period

4–0RWL wins

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

RWL vs DFAC

YTD

InvescoRWL

+17.8%

DFACDimensional

+11.4%

+17.8%Year to date+11.4%

−6.6%Worst drop · 1Y−8.5%

10.3%Volatility · 1Y12.9%

1.2%Yield0.9%

$10.6BAssets$85.7B

4–0RWL wins

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

Cost, Income and Risk

Fees: RWL, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

RWL0.39%$39

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

Yields: RWL, DFAC

1.20%highest, RWL

FundTrailing yieldYield$10k

RWL1.20%$120

DFAC0.90%$90

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

Income After Fees on $10,000

$81most kept, RWL

RWL$120 − $39 = $81

DFAC$90 − $21 = $69

KeptFee

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

Overlap: RWL, DFAC

Today

52.8%most shared, RWL and DFAC

RWLDFAC

RWL—52.8%

DFAC52.8%—

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

Return vs Bumpiness: 2 ETFs

+20.9%RWL, at 10.3% volatility

RWLWorst drop−6.6%10.3% 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

RWLDFAC

+17.8%Year to date+11.4%

1.2%Yield0.9%

+20.9%Past year+13.8%

0.39%Fee0.21%

3–1RWL 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