DFAC vs DEMZ
YTDYear to date
DFAC wins+1.6 pts
Past year
DFAC wins+3.7 pts
Fee
DFAC winslower fee
Yield
Level
AUM
DFAC1292.0× more
3–0DFAC wins
DFAC and DEMZ · year-to-date · as of Nov 6, 2026 · AUM not scored
DEMZ vs S&P 500
1D$46.82 · +0.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+0.6%−4.8%−3.0%+9.8%+10.2%+83.5%+71.6%+140.1%
Peer average+0.2%−3.8%−4.4%+8.6%+10.0%+68.2%+53.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
RAM DEMZ and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
DEMZ’s Holdings
TodayMSFT5.4%AAPL5.2%L4.9%COST4.8%NVDA4.2%GOOGL4.1%NDSN4.0%APH3.7%META3.4%0U96.L3.3%LRCX3.3%KLAC3.1%AVY3.1%AMD3.0%ADP2.9%DIS2.8%KIM2.6%VLTO2.5%ROST2.3%DHR2.2%HSIC2.0%OMC20 more
MSFT5.4%AAPL5.2%L4.9%COST4.8%NVDA4.2%GOOGL4.1%NDSN4.0%APH3.7%META3.4%0U96.L3.3%LRCX3.3%KLAC3.1%30 more
TechnologyCommunication ServicesFinancial ServicesIndustrialsConsumer CyclicalHealthcareOther
RAM DEMZ · 42 holdings · tile size = share of the fund · as of Nov 6, 2026
All 307 Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2ReadDesk | 0.21% | 0.9% | +11.4% | +11.4% | $85.7B | |
| 2 | IWB | Russell 1000ReadDesk | 0.15% | 0.9% | +8.5% | +8.5% | $46.4B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average TrustReadDesk | 0.16% | 1.4% | +7.8% | +7.8% | $45.9B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ClassReadDesk | 0.17% | 0.9% | +11.5% | +11.5% | $43.9B | |
| 5 | SCHB | U.S. Broad MarketReadDesk | 0.03% | 1.1% | +8.8% | +8.8% | $42.9B | |
| 6 | DYNF | U.S. Equity Factor Rotation ActiveReadDesk | 0.26% | 0.9% | +7.6% | +7.6% | $40.4B | |
| 7 | VXF | Extended MarketReadDesk | 0.05% | 1.1% | +8.4% | +8.4% | $30.2B | |
| 8 | FNDX | Fundamental U.S. Large CompanyReadDesk | 0.25% | 1.5% | +19.3% | +19.3% | $28.1B | |
| 9 | DFUS | Dimensional U.S. EquityReadDesk | 0.09% | 0.9% | +8.8% | +8.8% | $20.8B | |
| 10 | OEF | S&P 100ReadDesk | 0.20% | 0.9% | +6.7% | +6.7% | $20.3B | |
| 11 | IWV | Russell 3000ReadDesk | 0.20% | 0.9% | +8.7% | +8.7% | $19.6B | |
| 12 | COWZ | Pacer US Cash Cows 100ReadDesk | 0.49% | 2.0% | +16.7% | +16.7% | $19.4B | |
| 13 | DUHP | U.S. High Relative Profitability Portfolio ClassReadDesk | 0.21% | 0.9% | +9.2% | +9.2% | $18.7B | |
| 14 | ESGU | ESG Aware MSCI USAReadDesk | 0.15% | 1.0% | +8.6% | +8.6% | $17.3B | |
| 15 | AVUS | Avantis U.S. EquityReadDesk | 0.15% | 1.0% | +12.2% | +12.2% | $14.9B | |
| 16 | SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock MarketReadDesk | 0.03% | 1.1% | +9.0% | +9.0% | $14.2B |
1–16 of 307Page 1 of 20
Large Cap · current AUM · as of Nov 6, 2026
DEMZ Payouts by Year
6YLatest payout, Dec 2025
$0.42
a share · once a year
0.9% yield
0.9% yield
6 years added up
$1.90 a share
$1.90 a share
RAM DEMZ · per-share distributions by ex-date · 2020–2025
DEMZ’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2 ETFReadVersus | 0.21% | 0.9% | +0.2% | +11.4% | +13.8% | $85.7B | |
| 2 | IWB | iShares Russell 1000 ETFReadVersus | 0.15% | 0.9% | +0.4% | +8.5% | +9.6% | $46.4B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average ETF TrustReadVersus | 0.16% | 1.4% | −0.4% | +7.8% | +9.9% | $45.9B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ETF Class SharesReadVersus | 0.17% | 0.9% | +0.2% | +11.5% | +13.4% | $43.9B | |
| 5 | SCHB | Schwab U.S. Broad Market ETFReadVersus | 0.03% | 1.1% | +0.4% | +8.8% | +9.7% | $42.9B | |
| 6 | DEMZ | Democratic Large Cap Core ETFThis fund | 0.45% | 0.9% | +0.6% | +9.8% | +10.2% | $66.3M |
#84 of 263 this year · #156 cheapest of 307 · sorted by assetsOpen the US Stock Styles table →
DEMZ and its peer group · total return · as of Nov 7, 2026
Cards for This View
DEMZ’s Top 10 Holdings
Today43.1%of DEMZ sits in these 10
100U96.LEverest Group3.33%
RAM DEMZ · weight in the fund · as of Nov 6, 2026
DEMZ’s Holdings
TodayMSFT5.4%AAPL5.2%L4.9%COST4.8%NVDA4.2%GOOGL4.1%NDSN4.0%APH3.7%META3.4%0U96.L3.3%LRCX3.3%KLAC3.1%AVY3.1%AMD3.0%ADP2.9%DIS2.8%KIM2.6%VLTO2.5%ROST2.3%DHR2.2%HSIC2.0%OMC20 more
MSFT5.4%AAPL5.2%L4.9%COST4.8%NVDA4.2%GOOGL4.1%NDSN4.0%APH3.7%META3.4%0U96.L3.3%LRCX3.3%KLAC3.1%30 more
TechnologyCommunication ServicesFinancial ServicesIndustrialsConsumer CyclicalHealthcareOther
RAM DEMZ · 42 holdings · tile size = share of the fund · as of Nov 6, 2026
DEMZ vs Peer Average
YTDDEMZAvsBPeer average
1D+0.6%+0.2%
1M−4.8%−3.8%
3M−3.0%−4.4%
YTD+9.8%+8.6%
1Y+10.2%+10.0%
3Y+83.5%+68.2%
5Y+71.6%+53.7%
6–1DEMZ wins
306 Large cap peers · each row scaled to its leader