Compare · 3 funds side by side · dividends reinvested

XLSR, DFAC and IJH

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

02 / 04

XLSR, DFAC and IJH, 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%$85.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.0B2.6

Rank among the three1st → 3rdFee, 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: XLSR 2019 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.0B$14,831

XLSR

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 18.6% in common

XLSRMeasureDFAC

+2.9%Year to dateJan 1 → Nov 6+11.4%

+5.1%1 yearTotal return+13.8%

+16.9%3 years · per year$10,000 became $15,995 · $17,722+21.0%

+8.2%5 years · per year$10,000 became $14,831 · $16,525+10.6%

0.70%Expense ratio$70 · $21 a year on $10k · lower is better0.21%

0.42%Trailing 12-mo yield$42 · $90 a year on $10k0.90%

−11.1%Worst dropSmaller is better−8.5%

14.5%VolatilityLower is calmer12.9%

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

0–8DFAC wins

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

More Ways to See the Pairs

XLSR vs DFAC: Top 5 Holdings

Today

XLSR

66.7%in top 5

DFAC

in top 520.4%

XLSRStockDFAC

26.6%XLKnot top 5

19.6%XLVnot top 5

10.6%XLFnot top 5

not top 5AAPL5.9%

5.3%XLPnot top 5

not top 5MSFT5.0%

not top 5NVDA4.8%

4.6%XLYnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common18.6%

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

XLSR vs DFAC Returns, Every Period

SPDRXLSR

+8.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

XLSRDFACFaded: behind in that period

0–4DFAC wins

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

XLSR vs IJH

YTD

SPDRXLSR

+2.9%

IJHiShares

+9.5%

+2.9%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

14.5%Volatility · 1Y15.5%

0.4%Yield1.3%

$1.0BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: XLSR, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

XLSR0.70%$70

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

Yields: XLSR, DFAC, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAC0.90%$90

XLSR0.42%$42

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, DFAC, IJH

Today

18.6%most shared, XLSR and DFAC

XLSRDFACIJH

XLSR—18.6%0.0%

DFAC18.6%—11.4%

IJH0.0%11.4%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

XLSRWorst drop−11.1%14.5% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.4%

1.3%Yield0.9%

+12.9%Past year+13.8%

0.05%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026