DFAC vs BTAL5YDFACDFACAvsBBTALBTALDimensional - US Core Equity 2 ETF · $87.6BAGF U.S. Market Neutral Anti-Beta Fund · $419MReturns · dividends in+20.7%3 years · per year$17,599 · $7,209−10.3%+10.5%5 years · per year$16,443 · $9,348−1.3%Cost and income0.21%Expense ratio$21 · $153 on $10k · lower wins1.53%0.88%12-mo yield
Overlap: DFAC, BTAL, IJHToday17.9%most shared, BTAL and IJHDFACBTALIJHDFAC—16.1%11.5%BTAL16.1%—17.9%IJH11.5%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFAC vs BTAL5YADFACDimensional - US Core Equity 2$16,443vsBTALBAGF U.S. Market Neutral Anti-Beta Fund$9,348$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.68%+0.5%−7.4%−9.3%−10.3%−1.3%−29.2%$419MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.68%+0.5%−7.4%−9.3%−10.3%−1.3%−29.2%$419MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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: DFAC, BTAL, IJHToday17.9%most shared, BTAL and IJHDFACBTALIJHDFAC—16.1%11.5%BTAL16.1%—17.9%IJH11.5%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117BTAL$268 − $153 = $115DFAC$88 − $21 = $67KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee