Compare · 3 funds side by side · dividends reinvested

SMMD, DFAC and VOO

SMMDiShares×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SMMD, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.1%+18.7%+21.5%+6.8%−9.7%16.6%$4.2B2.3

Rank among the three1st → 3rdFee, 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: SMMD 2017 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$13,883

SMMD

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 22.3% in common

SMMDMeasureDFAC

+17.1%Year to dateJan 1 → Nov 3+14.1%

+18.7%1 yearTotal return+16.0%

+21.5%3 years · per year$10,000 became $17,927 · $18,595+23.0%

+6.8%5 years · per year$10,000 became $13,883 · $16,976+11.2%

0.23%Expense ratio$23 · $21 a year on $10k · lower is better0.21%

1.14%Trailing 12-mo yield$114 · $88 a year on $10k0.88%

−9.7%Worst dropSmaller is better−8.5%

16.6%VolatilityLower is calmer12.2%

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

3–5DFAC wins

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

More Ways to See the Pairs

SMMD vs DFAC: Top 5 Holdings

Today

SMMD

1.6%in top 5

DFAC

in top 519.9%

SMMDStockDFAC

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%ATInot top 5

0.3%PKGnot top 5

0.3%RSnot top 5

Held in common22.3%

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

SMMD vs DFAC Returns, Every Period

iSharesSMMD

+6.8%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

SMMDDFACFaded: behind in that period

2–2Level

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

Stocks vs Core: SMMD vs VOO

YTD

iSharesSMMD

+17.1%

VOOVanguard

+11.5%

+17.1%Year to date+11.5%

−9.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y12.7%

1.1%Yield1.1%

$4.2BAssets$1.00T

2–1VOO wins

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

Cost, Income and Risk

Fees: SMMD, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

SMMD0.23%$23

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

Yields: SMMD, DFAC, VOO

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

VOO1.07%$107

DFAC0.88%$88

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SMMD$114 − $23 = $91

DFAC$88 − $21 = $67

KeptFee

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

Overlap: SMMD, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

SMMDDFACVOO

SMMD—22.3%1.1%

DFAC22.3%—67.3%

VOO1.1%67.3%—

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

Return vs Bumpiness: 3 ETFs

+18.7%SMMD, at 16.6% volatility

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

SMMDWorst drop−9.7%16.6% vol

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

Paid More vs Made More

YTD

SMMDDFAC

+17.1%Year to date+14.1%

1.1%Yield0.9%

+18.7%Past year+16.0%

0.23%Fee0.21%

3–1SMMD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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