Compare · 2 funds side by side · dividends reinvested

SCDS and DFAC

SCDSJ.P. Morgan×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

SCDS and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.10%+21.9%+23.5%[…][…]−9.7%17.2%$9M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: SCDS 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

DFAC

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

DFACMeasureSCDS

+14.1%Year to dateJan 1 → Nov 3+21.9%

+16.0%1 yearTotal return+23.5%

+23.0%3 years · per year$10,000 became $18,595 · […][…]

+11.2%5 years · per year$10,000 became $16,976 · […][…]

0.21%Expense ratio$21 · $40 a year on $10k · lower is better0.40%

0.88%Trailing 12-mo yield$88 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−9.7%

12.2%VolatilityLower is calmer17.2%

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

3–3Level

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

More Ways to See the Pairs

DFAC vs SCDS: Top 5 Holdings

Today

DFAC

19.9%in top 5

SCDS

in top 54.8%

DFACStockSCDS

5.7%AAPLnot top 5

5.2%NVDAnot top 5

4.7%MSFTnot top 5

2.5%AMZNnot top 5

1.9%METAnot top 5

not top 5RHP1.1%

not top 5WSFS1.0%

not top 5LTH0.9%

not top 5CHEF0.9%

not top 5MOG-A0.9%

Held in common3.4%

End-of-day Nov 3, 2026 · share of each fund

DFAC vs SCDS Returns, Every Period

DimensionalDFAC

+16.0%

past year

SCDSJ.P. Morgan

+23.5%

past year

DFACSCDSFaded: behind in that period

0–2SCDS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAC vs SCDS

YTD

DimensionalDFAC

+14.1%

SCDSJ.P. Morgan

+21.9%

+14.1%Year to date+21.9%

−8.5%Worst drop · 1Y−9.7%

12.2%Volatility · 1Y17.2%

0.9%Yield1.1%

$87.6BAssets$9.4M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SCDS0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCDS, DFAC

1.10%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.10%$110

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, SCDS

SCDS$110 − $40 = $70

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCDS, DFAC

Today

3.4%most shared, SCDS and DFAC

SCDSDFAC

SCDS—3.4%

DFAC3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%SCDS, at 17.2% volatility

DFACWorst drop−8.5%12.2% vol

SCDSWorst drop−9.7%17.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSDFAC

+21.9%Year to date+14.1%

1.1%Yield0.9%

+23.5%Past year+16.0%

0.40%Fee0.21%

3–1SCDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026