TAOZ vs DFAC5YTAOZTAOZAvsBDFACDFACThornburg American Opportunities Fund · $488MDimensional - US Core Equity 2 ETF · $87.7BReturns · dividends in[…]3 years · per year[…] · $17,599+20.7%[…]5 years · per year[…] · $16,443+10.5%Cost and income0.79%Expense ratio$79 · $21 on $10k · lower wins0.21%0.00%12-mo yield$0 · $88 on $10k0.88%Risk · 1 year
Overlap: TAOZ, DFAC, VOOToday67.3%most shared, DFAC and VOOTAOZDFACVOOTAOZ—12.9%15.5%DFAC12.9%—67.3%VOO15.5%67.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TAOZ vs DFAC5YATAOZThornburg American Opportunities Fund[…]vsDFACBDimensional - US Core Equity 2$16,443MeasureTAOZDFACFee0.79%0.21%Cost on $10k a year$79$21Yield0.00%0.88%5 years, per year[…]+10.5%3 years, per year[…]+20.7%Worst drop · 1Y[…]−8.5%Volatility · 1Y[…]13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.7B3ATAOZThornburg American Opportunities FundReadDesk0.79%0.00%+0.3%newnewnewnew[…]$488MEnd-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▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.7B3ATAOZThornburg American Opportunities FundReadDesk0.79%0.00%+0.3%newnewnewnew[…]$488MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
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
Overlap: TAOZ, DFAC, VOOToday67.3%most shared, DFAC and VOOTAOZDFACVOOTAOZ—12.9%15.5%DFAC12.9%—67.3%VOO15.5%67.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$104most kept, VOOVOO$107 − $3 = $104DFAC$88 − $21 = $67TAOZ$0 − $79 = −$79KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee