FINA vs DFAC

AFINA

BDFAC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,443DFAC · IJH $13,674

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 common58.7%FINA and DFAC

Fidelity MSCI North American Subset Index ETF · $2.3BDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $17,599+20.7%

[…]5 years · per year[…] · $16,443+10.5%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.17%12-mo yield$17 · $88 on $10k0.88%

Cards for this view

FINA

Fidelity MSCI North American Subset Index

[…]

DFAC

Dimensional - US Core Equity 2

$16,443

MeasureFINADFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.17%0.88%

5 years, per year[…]+10.5%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]13.1%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	−0.4%	new	new	new	new	[…]	$2.3B

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
3	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	−0.4%	new	new	new	new	[…]	$2.3B

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