Compare · 3 funds side by side · dividends reinvested

UPSD, DFAC and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

UPSD, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.61%+8.0%+9.6%[…][…]−11.9%15.6%$132M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: UPSD 2024 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Large Cap Upside ETF · $132M[…]

UPSD

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

UPSDMeasureDFAC

+8.0%Year to dateJan 1 → Nov 5+11.2%

+9.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.79%Expense ratio$79 · $21 a year on $10k · lower is better0.21%

0.61%Trailing 12-mo yield$61 · $90 a year on $10k0.90%

−11.9%Worst dropSmaller is better−8.5%

15.6%VolatilityLower is calmer12.9%

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

0–6DFAC wins

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

More Ways to See the Pairs

UPSD vs DFAC: Top 5 Holdings

Today

UPSD

17.3%in top 5

DFAC

in top 520.5%

UPSDStockDFAC

5.1%AAPL5.8%

4.9%NVDA5.1%

3.6%MSFT5.0%

1.9%AMZN2.7%

not top 5META1.9%

1.8%MUnot top 5

Held in common35.2%

End-of-day Nov 5, 2026 · share of each fund

UPSD vs DFAC Returns, Every Period

AptusUPSD

+9.6%

past year

DFACDimensional

+14.3%

past year

UPSDDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: UPSD vs VOO

YTD

AptusUPSD

+8.0%

VOOVanguard

+8.4%

+8.0%Year to date+8.4%

−11.9%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.5%

0.6%Yield1.1%

$132MAssets$1.00T

4–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPSD, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

UPSD0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UPSD, DFAC, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

UPSD0.61%$61

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

UPSD$61 − $79 = −$18

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UPSD, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

UPSDDFACVOO

UPSD—35.2%40.8%

DFAC35.2%—67.8%

VOO40.8%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

UPSDWorst drop−11.9%15.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026