ACEP vs DFAC

AACEP

BDFAC

Measures won0–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,748DFAC · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.9%ACEP and DFAC

ARS Core Equity Portfolio ETF · $102MDimensional - US Core Equity 2 ETF · $88.3B

[…]3 years · per year[…] · $17,728+21.0%

[…]5 years · per year[…] · $16,748+10.9%

0.46%Expense ratio$46 · $21 on $10k · lower wins0.21%

0.11%12-mo yield$11 · $87 on $10k0.87%

Cards for this view

ACEP

ARS Core Equity Portfolio

[…]

DFAC

Dimensional - US Core Equity 2

$16,748

MeasureACEPDFAC

Fee0.46%0.21%

Cost on $10k a year$46$21

Yield0.11%0.87%

5 years, per year[…]+10.9%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]13.0%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	+0.9%	+23.6%	new	new	new	[…]	$102M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	+0.9%	+23.6%	new	new	new	[…]	$102M

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