DFAC vs CTSE5YDFACDFACAvsBCTSECTSEDimensional - US Core Equity 2 ETF · $87.7BCorgi U.S. Equities 30% Structu · $1MReturns · dividends in+20.7%3 years · per year$17,599 · […][…]+10.5%5 years · per year$16,443 · […][…]Cost and income0.21%Expense ratio$21 · $30 on $10k · lower wins0.30%0.88%12-mo yield$88 · $0 on $10k0.00%Risk · 1 year
Overlap: DFAC, CTSE, IJHToday11.5%most shared, DFAC and IJHDFACCTSEIJHDFAC—[…]11.5%CTSE[…]—[…]IJH11.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFAC vs CTSE5YADFACDimensional - US Core Equity 2$16,443vsCTSEBCorgi U.S. Equities 30% Structu[…]MeasureDFACCTSEFee0.21%0.30%Cost on $10k a year$21$30Yield0.88%0.00%5 years, per year+10.5%[…]3 years, per year+20.7%[…]Worst drop · 1Y−8.5%[…]Volatility · 1Y13.1%[…]
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%$87.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BCTSECorgi U.S. Equities 30% StructuReadDesk0.30%0.00%−0.2%newnewnewnew[…]$1MEnd-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%$87.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BCTSECorgi U.S. Equities 30% StructuReadDesk0.30%0.00%−0.2%newnewnewnew[…]$1MEnd-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%$42.6BAssets$47.3B1–1levelEnd-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$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: DFAC, CTSE, IJHToday11.5%most shared, DFAC and IJHDFACCTSEIJHDFAC—[…]11.5%CTSE[…]—[…]IJH11.5%[…]—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 = $117DFAC$88 − $21 = $67CTSE$0 − $30 = −$30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee