DFAC vs APUE

ADFAC

BAPUE

Measures won4–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,443DFAC · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common65.2%DFAC and APUE

Dimensional - US Core Equity 2 ETF · $87.7BActivePassive U.S. Equity ETF · $2.5B

+20.7%3 years · per year$17,581 · $17,902+21.4%

+10.6%5 years · per year$16,580 · […][…]

0.21%Expense ratio$21 · $31 on $10k · lower wins0.31%

0.88%12-mo yield$88 · $74 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,580

APUE

ActivePassive U.S. Equity

[…]

MeasureDFACAPUE

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield0.88%0.74%

5 years, per year+10.6%[…]

3 years, per year+20.7%+21.4%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y13.1%

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	BAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.74%	−0.5%	+12.2%	+13.0%	+21.4%	new	−9.0%	$2.5B

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	BAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.74%	−0.5%	+12.2%	+13.0%	+21.4%	new	−9.0%	$2.5B

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