Compare · 2 funds side by side · dividends reinvested

WBIF and DFAC

WBIFWBI Shares×DFACDimensional×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,689DFAC · best of the two

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

Story of the two · RiskSmallest drop

WBIF 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%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.4

WBI Fundamental Factors Hedged ETFUS Stock Styles · Large cap1.64%0.00%+15.5%+15.4%+11.2%+3.9%−7.0%12.5%$23M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: WBIF 2014 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WBI Fundamental Factors Hedged ETF · $23M$12,086

WBIF

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

WBIFMeasureDFAC

+15.5%

More Ways to See the Pairs

WBIF vs DFAC: Top 5 Holdings

Today

WBIF

12.8%in top 5

DFAC

in top 520.2%

WBIFStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.6%

2.8%TWnot top 5

2.8%BLLnot top 5

Cost, Income and Risk

Fees: WBIF, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

WBIF1.64%$164

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

Yields: WBIF, DFAC

1Y

0.88%highest, DFAC

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+13.7%

+15.4%1 yearTotal return+16.9%

+11.2%3 years · per year$10,000 became $13,761 · $17,492+20.5%

+3.9%5 years · per year$10,000 became $12,086 · $16,689+10.8%

1.64%Expense ratio$164 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $88 a year on $10k0.88%

−7.0%Worst dropSmaller is better−8.5%

12.5%VolatilityLower is calmer13.0%

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

3–5DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMZN2.7%

2.5%ROSTnot top 5

2.4%PEGAnot top 5

2.4%HPQnot top 5

not top 5META2.0%

Held in common6.3%

End-of-day Nov 10, 2026 · share of each fund

WBIF vs DFAC Returns, Every Period

5Y

WBI SharesWBIF

+3.9%

5 years, per year

DFACDimensional

+10.8%

5 years, per year

WBIFDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

WBIF vs DFAC

YTD

WBI SharesWBIF

+15.5%

DFACDimensional

+13.7%

+15.5%Year to date+13.7%

−7.0%Worst drop · 1Y−8.5%

12.5%Volatility · 1Y13.0%

0.0%Yield0.9%

$22.6MAssets$87.7B

3–1WBIF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAC0.88%$88

WBIF0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

WBIF$0 − $164 = −$164

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WBIF, DFAC

Today

6.3%most shared, WBIF and DFAC

WBIFDFAC

WBIF—6.3%

DFAC6.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

WBIFWorst drop−7.0%12.5% vol

DFACWorst drop−8.5%13.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFACWBIF

+13.7%Year to date+15.5%

0.9%Yield0.0%

+16.9%Past year+15.4%

0.21%Fee1.64%

3–1DFAC wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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WBIF and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two