STAX vs DFAC3YSTAXSTAXAvsBDFACDFACNomura Tax-Free USA Short Term ETF · $11MDimensional - US Core Equity 2 ETF · $87.6BReturns · dividends in[…]3 years · per year[…] · $17,599+20.7%[…]5 years · per year[…] · $16,443+10.5%Cost and income0.29%Expense ratio$29 · $21 on $10k · lower wins0.21%3.21%12-mo yield$321 · $88 on $10k0.88%Risk · 1 year−2.7%End-of-day Nov 13, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both3Y2 fundsBest 3YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▼5Y/yr▲▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both3Y2 fundsBest 3YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▼5Y/yr▲▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in STAX, DFAC3Y$10k startDFAC $17.6kNov 2023Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: STAX, DFACToday[…]holdings […]STAXDFACSTAX—[…]DFAC[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
STAX vs DFAC3YASTAXNomura Tax-Free USA Short Term[…]vsDFACBDimensional - US Core Equity 2$17,599MeasureSTAXDFACFee0.29%0.21%Cost on $10k a year$29$21Yield3.21%0.88%5 years, per year[…]+10.5%3 years, per year[…]+20.7%Worst drop · 1Y−2.7%−8.5%Volatility · 1Y1.9%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: STAX, DFACToday[…]holdings […]STAXDFACSTAX—[…]DFAC[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$292most kept, STAXSTAX$321 − $29 = $292DFAC$88 − $21 = $67KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee