Compare · 3 funds side by side · dividends reinvested

XME, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,488XME · best of the three

02 / 04

XME, 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%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

State Street SPDR S&P Metals & Mining ETFUS Stock Styles · Large cap0.35%0.38%−12.6%+0.7%+22.9%+16.5%−31.8%37.6%$3.6B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: XME 2006 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Metals & Mining ETF · $3.6B$21,488

XME

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

XMEMeasureDFAC

−12.6%Year to dateJan 1 → Nov 5+11.2%

+0.7%1 yearTotal return+14.3%

+22.9%3 years · per year$10,000 became $18,551 · $17,812+21.2%

+16.5%5 years · per year$10,000 became $21,488 · $16,526+10.6%

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

0.38%Trailing 12-mo yield$38 · $90 a year on $10k0.90%

−31.8%Worst dropSmaller is better−8.5%

37.6%VolatilityLower is calmer12.9%

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

2–6DFAC wins

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

More Ways to See the Pairs

XME vs DFAC: Top 5 Holdings

Today

XME

30.5%in top 5

DFAC

in top 520.5%

XMEStockDFAC

6.6%RSnot top 5

6.3%CLFnot top 5

6.1%NUEnot top 5

5.9%STLDnot top 5

not top 5AAPL5.8%

5.7%CMCnot top 5

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.0%

End-of-day Nov 5, 2026 · share of each fund

XME vs DFAC Returns, Every Period

SPDRXME

+16.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

XMEDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XME vs IJH

YTD

SPDRXME

−12.6%

IJHiShares

+9.5%

−12.6%Year to date+9.5%

−31.8%Worst drop · 1Y−8.8%

37.6%Volatility · 1Y15.5%

0.4%Yield1.3%

$3.6BAssets$121B

4–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XME, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

XME0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XME, DFAC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

XME0.38%$38

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

XME$38 − $35 = $3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XME, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

XMEDFACIJH

XME—1.0%2.9%

DFAC1.0%—11.4%

IJH2.9%11.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

XMEWorst drop−31.8%37.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026