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Invesco made investors more money ($119B). Dimensional had more funds that made money (83%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Invesco | Dimensional |
|---|---|---|
| Funds in the category | 60 | 15 |
| Made money (W–L) | 56–3 | 12–0 |
| Win % | 95% | 100% |
| Money made | $15.1B | $49.1B |
| Typical return | +15.7% | +17.7% |
| Launches · 2026 | 1 | 0 |
| Assets | $103B | $340B |
| Fee per $100 | $0.32 | $0.23 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| PBUS | Invesco MSCI USA ETF | $10.8B | +12.8% ✓ |
| RWL | Invesco S&P 500 Revenue ETF | $10.4B | +21.5% ✓ |
| PRF | Invesco RAFI US 1000 ETF | $10.2B | +24.6% ✓ |
| SPLV | Invesco S&P 500 Low Volatility ETF | $7.5B | +8.6% ✓ |
| XMMO | Invesco S&P MidCap Momentum ETF | $6.7B | +2.2% ✓ |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $6.2B | +42.0% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| DFAC | Dimensional - US Core Equity 2 ETF | $88.9B | +16.6% ✓ |
| DCOR | U.S. Core Equity 1 Portfolio ETF Class Shares | $45.7B | +16.5% ✓ |
| DFAS | Dimensional - US Small Cap ETF | $34.9B | +17.7% ✓ |
| DFAT | Dimensional - US Targeted Value ETF | $31.6B | +23.4% ✓ |
| DFSV | U.S. Small Cap Value Portfolio ETF Class Shares | $27.9B | +26.1% ✓ |
| DFUS | Dimensional U.S. Equity ETF | $21.9B | +13.5% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.