Compare · 3 funds side by side · dividends reinvested

SIMS, DFAC and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SIMS, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+4.8%−3.9%+16.3%−0.4%−14.7%23.0%$8M3.0

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: SIMS 2017 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 67.8% in common

DFACMeasureVOO

+11.2%Year to dateJan 1 → Nov 5+8.4%

+14.3%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,812 · $18,224+22.1%

+10.6%5 years · per year$10,000 became $16,526 · $17,156+11.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.5%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs VOO: Top 5 Holdings

Today

DFAC

20.5%in top 5

VOO

in top 528.3%

DFACStockVOO

5.1%NVDA8.4%

5.8%AAPL7.4%

5.0%MSFT5.8%

2.7%AMZN3.7%

not top 5GOOGL3.1%

1.9%METAnot top 5

Held in common67.8%

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

DFAC vs VOO Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

DFACVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+11.2%

VOOVanguard

+8.4%

+11.2%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.5%

0.9%Yield1.1%

$85.7BAssets$1.00T

3–1DFAC wins

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

Cost, Income and Risk

Fees: SIMS, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

SIMS0.45%$45

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

Yields: SIMS, DFAC, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

SIMS0.57%$57

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

SIMS$57 − $45 = $12

KeptFee

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

Overlap: SIMS, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

SIMSDFACVOO

SIMS—1.7%2.5%

DFAC1.7%—67.8%

VOO2.5%67.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

SIMSWorst drop−14.7%23.0% vol

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

Paid More vs Made More

YTD

VOODFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026