Compare · 3 funds side by side · dividends reinvested

UDN, DFAC and VOO

UDNInvesco×DFACDimensional×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · best of the three

Story of the three · IncomeMost incomeUDN · 3.03% · $303 a year on $10k

Story of the three · RiskSmallest drop

UDN, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.9

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%3.03%−3.2%−1.7%+2.7%−0.4%−5.7%5.7%$93M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: UDN 2007 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

VOO

Vanguard S&P 500 ETF · $1.00T$17,393

$10,000 five years ago, dividends reinvested · they hold 67.2% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs VOO: Top 5 Holdings

Today

DFAC

19.9%in top 5

VOO

in top 528.3%

DFACStockVOO

4.4%NVDA8.4%

5.9%AAPL7.4%

4.9%MSFT5.8%

2.8%AMZN3.7%

not top 5GOOGL

Cost, Income and Risk

Fees: UDN, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

UDN0.77%$77

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

Yields: UDN, DFAC, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VOO

+14.9%Year to dateJan 1 → Nov 12+12.3%

+16.5%1 yearTotal return+12.8%

+21.0%3 years · per year$10,000 became $17,728 · $18,126+21.9%

+10.9%5 years · per year$10,000 became $16,748 · $17,533+11.9%

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

0.87%Trailing 12-mo yield$87 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

DFACVOO 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

3.1%

2.0%METAnot top 5

Held in common67.2%

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

DFAC vs VOO Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DFACVOOFaded: behind in that period

2–2Level

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

DFAC vs UDN

YTD

DimensionalDFAC

+14.9%

UDNInvesco

−3.2%

+14.9%Year to date−3.2%

−8.5%Worst drop · 1Y−5.7%

13.0%Volatility · 1Y5.7%

0.9%Yield3.0%

$88.3BAssets$93.4M

3–1UDN wins

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

1Y

3.03%highest, UDN

FundTrailing yieldYield$10k

UDN3.03%$303

VOO1.06%$106

DFAC0.87%$87

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

Income After Fees on $10,000

1Y

$226most kept, UDN

UDN$303 − $77 = $226

VOO$106 − $3 = $103

DFAC$87 − $21 = $66

KeptFee

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

Overlap: UDN, DFAC, VOO

Today

67.2%most shared, DFAC and VOO

UDNDFACVOO

UDN—0.0%0.0%

DFAC0.0%—67.2%

VOO0.0%67.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

UDNWorst drop−5.7%5.7% vol

DFACWorst drop−8.5%13.0% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

UDNDFAC

−3.2%Year to date+14.9%

3.0%Yield0.9%

−1.7%Past year+16.5%

0.77%Fee0.21%

3–1DFAC wins

End-of-day Nov 12, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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UDN, DFAC and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three