Compare · 2 funds side by side · dividends reinvested

VSLU and DFAC

VSLUApplied Finance×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,243VSLU · best of the two

02 / 04

VSLU and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.3

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.41%+13.1%+15.1%+24.9%+14.0%−9.2%12.8%$586M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: VSLU 2021 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance Valuation Large Cap ETF · $586M$19,243

VSLU

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

VSLUMeasureDFAC

+13.1%Year to dateJan 1 → Nov 4+15.8%

+15.1%1 yearTotal return+17.7%

+24.9%3 years · per year$10,000 became $19,505 · $18,682+23.2%

+14.0%5 years · per year$10,000 became $19,243 · $17,417+11.7%

0.49%Expense ratio$49 · $21 a year on $10k · lower is better0.21%

0.41%Trailing 12-mo yield$41 · $87 a year on $10k0.87%

−9.2%Worst dropSmaller is better−8.5%

12.8%VolatilityLower is calmer12.3%

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

2–6DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VSLU vs DFAC: Top 5 Holdings

Today

VSLU

36.7%in top 5

DFAC

in top 520.1%

VSLUStockDFAC

10.0%AAPL5.6%

9.3%NVDA5.3%

8.2%MSFT4.8%

4.9%GOOGLnot top 5

4.2%META1.9%

not top 5AMZN2.6%

Held in common50.1%

End-of-day Nov 4, 2026 · share of each fund

VSLU vs DFAC Returns, Every Period

Applied FinanceVSLU

+14.0%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

VSLUDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VSLU vs DFAC

YTD

Applied FinanceVSLU

+13.1%

DFACDimensional

+15.8%

+13.1%Year to date+15.8%

−9.2%Worst drop · 1Y−8.5%

12.8%Volatility · 1Y12.3%

0.4%Yield0.9%

$586MAssets$87.6B

4–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VSLU, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

VSLU0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VSLU, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

VSLU0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VSLU$41 − $49 = −$8

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VSLU, DFAC

Today

50.1%most shared, VSLU and DFAC

VSLUDFAC

VSLU—50.1%

DFAC50.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VSLUWorst drop−9.2%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVSLU

+15.8%Year to date+13.1%

0.9%Yield0.4%

+17.7%Past year+15.1%

0.21%Fee0.49%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026