Compare · 2 funds side by side · dividends reinvested

XCLR and DFAC

XCLRGlobal X×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,525DFAC · best of the two

02 / 04

XCLR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.4

Global X - S&P 500 Collar 95-110 ETFUS Stock Styles · Large cap0.25%12.48%+5.2%+6.7%+15.0%+8.0%−8.3%8.7%$4M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: XCLR 2021 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

XCLR

Global X - S&P 500 Collar 95-110 ETF · $4M$14,709

$10,000 five years ago, dividends reinvested

DFACMeasureXCLR

+11.4%Year to dateJan 1 → Nov 6+5.2%

+13.8%1 yearTotal return+6.7%

+21.0%3 years · per year$10,000 became $17,722 · $15,215+15.0%

+10.6%5 years · per year$10,000 became $16,525 · $14,709+8.0%

0.21%Expense ratio$21 · $25 a year on $10k · lower is better0.25%

0.90%Trailing 12-mo yield$90 · $1,248 a year on $10k12.48%

−8.5%Worst dropSmaller is better−8.3%

12.9%VolatilityLower is calmer8.7%

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

5–3DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs XCLR: Top 5 Holdings

Today

DFAC

20.4%in top 5

XCLR

in top 5[…]

DFACStockXCLR

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFAC vs XCLR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

XCLRGlobal X

+8.0%

5 years, per year

DFACXCLRFaded: behind in that period

4–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs XCLR

YTD

DimensionalDFAC

+11.4%

XCLRGlobal X

+5.2%

+11.4%Year to date+5.2%

−8.5%Worst drop · 1Y−8.3%

12.9%Volatility · 1Y8.7%

0.9%Yield12.5%

$85.6BAssets$4.2M

3–1XCLR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XCLR, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

XCLR0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XCLR, DFAC

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XCLR, DFAC

Today

[…]holdings […]

XCLRDFAC

XCLR—[…]

DFAC[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

XCLRWorst drop−8.3%8.7% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XCLRDFAC

+5.2%Year to date+11.4%

12.5%Yield0.9%

+6.7%Past year+13.8%

0.25%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026