Compare · 3 funds side by side · dividends reinvested

XLSR, DFAC and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,443DFAC · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

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%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.1

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.9%+5.6%+16.4%+8.2%−11.1%14.5%$1.1B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: XLSR 2019 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.6B$16,443

DFAC

XLSR

State Street US Sector Rotation ETF · $1.1B$14,800

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

DFAC

More Ways to See the Pairs

DFAC vs XLSR: Top 5 Holdings

Today

DFAC

19.8%in top 5

XLSR

in top 567.0%

DFACStockXLSR

not top 5XLK27.6%

not top 5XLV19.3%

not top 5XLF10.4%

5.9%AAPLnot top 5

not top 5XLP5.1%

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 13, 2026 · fee on $10,000 a year

Yields: XLSR, DFAC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

XLSR

+13.9%Year to dateJan 1 → Nov 13+4.9%

+15.1%1 yearTotal return+5.6%

+20.7%3 years · per year$10,000 became $17,599 · $15,790+16.4%

+10.5%5 years · per year$10,000 became $16,443 · $14,800+8.2%

0.21%Expense ratio$21 · $70 a year on $10k · lower is better0.70%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−11.1%

13.1%VolatilityLower is calmer14.5%

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

8–0DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%MSFTnot top 5

not top 5XLY4.6%

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common18.3%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs XLSR Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

XLSRSPDR

+8.2%

5 years, per year

DFACXLSRFaded: behind in that period

4–0DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+13.9%

IJHiShares

+12.7%

+13.9%Year to date+12.7%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$87.6BAssets$124B

3–1DFAC wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAC0.88%$88

XLSR0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLSR, DFAC, IJH

Today

18.3%most shared, XLSR and DFAC

XLSRDFACIJH

XLSR—18.3%0.0%

DFAC18.3%—11.5%

IJH0.0%11.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

XLSRWorst drop−11.1%14.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+12.7%Year to date+13.9%

1.2%Yield0.9%

+14.0%Past year+15.1%

0.05%Fee0.21%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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XLSR, DFAC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three