Compare · 2 funds side by side · dividends reinvested

SPD and DFAC

SPDSimplify×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,820DFAC · best of the two

02 / 04

SPD 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%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.1

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.23%+4.4%+4.5%+17.0%+6.2%−10.4%14.3%$76M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPD 2020 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Downside Convexity ETF · $76M$13,482

SPD

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPDMeasureDFAC

+4.4%Year to dateJan 1 → Nov 9+14.1%

+4.5%1 yearTotal return+17.7%

+17.0%3 years · per year$10,000 became $16,027 · $17,787+21.2%

+6.2%5 years · per year$10,000 became $13,482 · $16,820+11.0%

0.53%Expense ratio$53 · $21 a year on $10k · lower is better0.21%

1.23%Trailing 12-mo yield$123 · $88 a year on $10k0.88%

−10.4%Worst dropSmaller is better−8.5%

14.3%VolatilityLower is calmer13.1%

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

1–7DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPD vs DFAC: Top 5 Holdings

Today

SPD

91.2%in top 5

DFAC

in top 520.4%

SPDStockDFAC

91.2%IVVnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SPD vs DFAC Returns, Every Period

SimplifySPD

+6.2%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SPDDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPD vs DFAC

YTD

SimplifySPD

+4.4%

DFACDimensional

+14.1%

+4.4%Year to date+14.1%

−10.4%Worst drop · 1Y−8.5%

14.3%Volatility · 1Y13.1%

1.2%Yield0.9%

$75.6MAssets$85.6B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPD, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SPD0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPD, DFAC

1.23%highest, SPD

FundTrailing yieldYield$10k

SPD1.23%$123

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, SPD

SPD$123 − $53 = $70

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPD, DFAC

Today

0.0%most shared, SPD and DFAC

SPDDFAC

SPD—0.0%

DFAC0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPDWorst drop−10.4%14.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPDDFAC

+4.4%Year to date+14.1%

1.2%Yield0.9%

+4.5%Past year+17.7%

0.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026