DFAC vs BTAL5YDFACDFACAvsBBTALBTALDimensional - US Core Equity 2 ETF · $87.7BAGF U.S. Market Neutral Anti-Beta Fund · $380MReturns · dividends in+20.5%3 years · per year$17,492 · $7,168−10.5%+10.8%5 years · per year$16,689 · $9,078−1.9%Cost and income0.21%Expense ratio$21 · $153 on $10k · lower wins1.53%0.88%12-mo yield
Overlap: DFAC, BTAL, IWFToday40.4%most shared, DFAC and IWFDFACBTALIWFDFAC—16.0%40.4%BTAL16.0%—5.2%IWF40.4%5.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAC vs BTAL5YADFACDimensional - US Core Equity 2$16,689vsBTALBAGF U.S. Market Neutral Anti-Beta Fund$9,078$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%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.71%+1.5%−8.3%−11.0%−10.5%−1.9%−29.2%$380MEnd-of-day Nov 10, 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%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BBTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.71%+1.5%−8.3%−11.0%−10.5%−1.9%−29.2%$380MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: DFAC, BTAL, IWFToday40.4%most shared, DFAC and IWFDFACBTALIWFDFAC—16.0%40.4%BTAL16.0%—5.2%IWF40.4%5.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$118most kept, BTALBTAL$271 − $153 = $118DFAC$88 − $21 = $67IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee