Compare · 2 funds side by side · dividends reinvested

SIZE and DFAC

SIZEiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

SIZE and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$434M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SIZE 2013 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

SIZE

iShares MSCI USA Size Factor ETF · $434M$14,800

$10,000 five years ago, dividends reinvested · they hold 42.9% in common

DFACMeasureSIZE

+15.8%Year to dateJan 1 → Nov 4+14.9%

+17.7%1 yearTotal return+16.4%

+23.2%3 years · per year$10,000 became $18,682 · $17,299+20.0%

+11.7%5 years · per year$10,000 became $17,417 · $14,800+8.2%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.87%Trailing 12-mo yield$87 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−8.0%

12.3%VolatilityLower is calmer12.7%

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

5–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SIZE: Top 5 Holdings

Today

DFAC

20.1%in top 5

SIZE

in top 52.0%

DFACStockSIZE

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5OKTA0.4%

not top 5TEAM0.4%

not top 5SN0.4%

not top 5NTRA0.4%

not top 5KMB0.4%

Held in common42.9%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs SIZE Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

SIZEiShares

+8.2%

5 years, per year

DFACSIZEFaded: behind in that period

4–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs SIZE

YTD

DimensionalDFAC

+15.8%

SIZEiShares

+14.9%

+15.8%Year to date+14.9%

−8.5%Worst drop · 1Y−8.0%

12.3%Volatility · 1Y12.7%

0.9%Yield1.3%

$87.6BAssets$434M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, DFAC

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SIZE, DFAC

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SIZE, DFAC

Today

42.9%most shared, SIZE and DFAC

SIZEDFAC

SIZE—42.9%

DFAC42.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

SIZEWorst drop−8.0%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDFAC

+14.9%Year to date+15.8%

1.3%Yield0.9%

+16.4%Past year+17.7%

0.15%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026