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$18,686VSLU · 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%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.3

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.42%+10.5%+12.3%+24.5%+13.3%−9.2%12.6%$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 3, 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$18,686

VSLU

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

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

VSLUMeasureDFAC

+10.5%Year to dateJan 1 → Nov 3+14.1%

+12.3%1 yearTotal return+16.0%

+24.5%3 years · per year$10,000 became $19,282 · $18,595+23.0%

+13.3%5 years · per year$10,000 became $18,686 · $16,976+11.2%

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

0.42%Trailing 12-mo yield$42 · $88 a year on $10k0.88%

−9.2%Worst dropSmaller is better−8.5%

12.6%VolatilityLower is calmer12.2%

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

2–6DFAC wins

End-of-day Nov 3, 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

36.3%in top 5

DFAC

in top 519.9%

VSLUStockDFAC

10.2%AAPL5.7%

9.1%NVDA5.2%

8.0%MSFT4.7%

4.9%GOOGLnot top 5

4.2%META1.9%

not top 5AMZN2.5%

Held in common50.1%

End-of-day Nov 3, 2026 · share of each fund

VSLU vs DFAC Returns, Every Period

Applied FinanceVSLU

+13.3%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

VSLUDFACFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VSLU vs DFAC

YTD

Applied FinanceVSLU

+10.5%

DFACDimensional

+14.1%

+10.5%Year to date+14.1%

−9.2%Worst drop · 1Y−8.5%

12.6%Volatility · 1Y12.2%

0.4%Yield0.9%

$586MAssets$87.6B

4–0DFAC wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: VSLU, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VSLU0.42%$42

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VSLU$42 − $49 = −$7

KeptFee

End-of-day Nov 3, 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 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

VSLUWorst drop−9.2%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVSLU

+14.1%Year to date+10.5%

0.9%Yield0.4%

+16.0%Past year+12.3%

0.21%Fee0.49%

4–0DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026