Loading issuers…
Loading issuers…
Dimensional made investors more money ($66.7B) and 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 | J.P. Morgan | Dimensional |
|---|---|---|
| Funds in the category | 19 | 15 |
| Made money (W–L) | 16–1 | 12–0 |
| Win % | 94% | 100% |
| Money made | $5.7B | $49.1B |
| Typical return | +19.2% | +17.7% |
| Launches · 2026 | 1 | 0 |
| Assets | $49.2B | $340B |
| Fee per $100 | $0.24 | $0.23 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JGRO | JPMorgan Active Growth ETF | $9.9B | −3.5% ✕ |
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $9.7B | +12.7% ✓ |
| JQUA | JPMorgan U.S. Quality Factor ETF | $9.6B | +22.4% ✓ |
| JAVA | JPMorgan Active Value ETF | $7.4B | +21.3% ✓ |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $2.9B | +19.5% ✓ |
| JMOM | JPMorgan U.S. Momentum Factor ETF | $2.8B | +19.9% ✓ |
| 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.