Compare · 2 funds side by side · dividends reinvested

SPHB and DFAC

SPHBInvesco×DFACDimensional×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,420SPHB · best of the two

Story of the two · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the two · RiskSmallest drop

SPHB and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.56%+16.8%+20.8%+27.1%+11.7%−20.2%30.3%$827M1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SPHB 2011 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 High Beta ETF · $827M$17,420

SPHB

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

SPHBMeasureDFAC

+16.8%

More Ways to See the Pairs

SPHB vs DFAC: Top 5 Holdings

Today

SPHB

10.9%in top 5

DFAC

in top 519.8%

SPHBStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

3.8%MRNAnot top 5

not top 5AMZN2.7%

Cost, Income and Risk

Fees: SPHB, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SPHB0.25%$25

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SPHB, DFAC

1Y

0.88%highest, DFAC

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+14.1%

+20.8%1 yearTotal return+15.4%

+27.1%3 years · per year$10,000 became $20,513 · $17,581+20.7%

+11.7%5 years · per year$10,000 became $17,420 · $16,580+10.6%

0.25%Expense ratio$25 · $21 a year on $10k · lower is better0.21%

0.56%Trailing 12-mo yield$56 · $88 a year on $10k0.88%

−20.2%Worst dropSmaller is better−8.5%

30.3%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%AMDnot top 5

not top 5META1.9%

1.8%SNDKnot top 5

1.7%MUnot top 5

1.6%APPnot top 5

Held in common15.6%

End-of-day Nov 12, 2026 · share of each fund

SPHB vs DFAC Returns, Every Period

5Y

InvescoSPHB

+11.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SPHBDFACFaded: behind in that period

4–0SPHB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SPHB vs DFAC

YTD

InvescoSPHB

+16.8%

DFACDimensional

+14.1%

+16.8%Year to date+14.1%

−20.2%Worst drop · 1Y−8.5%

30.3%Volatility · 1Y13.1%

0.6%Yield0.9%

$827MAssets$87.7B

3–1DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAC0.88%$88

SPHB0.56%$56

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

SPHB$56 − $25 = $31

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SPHB, DFAC

Today

15.6%most shared, SPHB and DFAC

SPHBDFAC

SPHB—15.6%

DFAC15.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.8%SPHB, at 30.3% volatility

DFACWorst drop−8.5%13.1% vol

SPHBWorst drop−20.2%30.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACSPHB

+14.1%Year to date+16.8%

0.9%Yield0.6%

+15.4%Past year+20.8%

0.21%Fee0.25%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SPHB and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two