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DFAC vs SURE

Dimensional US Core Equity 2 ETF

DFACANYSE Arca

AdvisorShares Insider Advantage ETF

SURECNYSE Arca

Overlap

Expense ratio

DFAC −0.73pt a year

DFAC0.17%SURE0.90%

Avg volume · 30D

DFAC 3297.1×the volume

DFAC2MSURE606

5Y return · a year

Same figure. Both funds show the same value, so neither comes out ahead.

DFAC+10.5%SURE+10.5%

DFAC vs SURE Performance

Nov 9, 2021 – Nov 9, 2026

+64.4%DFAC+65.0%SURE

Nov 9, 2021 to Nov 9, 2026. DFAC +64.4%. SURE +65.0%. Use the arrow keys to read each point.−20%0%20%40%Nov 2021May 2024Nov 2026
Expense ratio
DFAC 0.17%, better
SURE 0.90%
Fund size
DFAC $85.6B
SURE $58M
1Y total return
DFAC +17.3%
SURE +29.2%, better
Yield (12M)
DFAC 0.88%, better
SURE 0.82%
Holdings
DFAC 2549
SURE 101
Avg volume (30D)
DFAC 2M sh, better
SURE 606 sh
NAV per share
DFAC $43.78
SURE $153.58
52W range

ETF.net Grade

DFAC: Cost 94, Risk 65, Mission 100, Tradability 86, Holdings 89, Durability 97. SURE: Cost 23, Risk 67, Mission 78, Tradability 36, Holdings 89, Durability 67.
Pillar letters and Scores for DFAC, SURE, with each pillar’s weight
PillarDFACSURE
Cost30% weightA94HigherF23
Mission25% weightA100HigherA78
Risk15% weightB65B67Higher
Tradability15% weightA86HigherD36
Holdings10% weightA89A89
Durability5% weightA97HigherB67

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. DFAC and SURE are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

DFAC ranks 3rd and SURE 70th of 121 funds in the US Active Equity Category.

  1. Rank 1AAVLCAvantis U.S. Large Cap Equity ETFScore 87
  2. Rank 2ADFAUDimensional US Core Equity Market ETFScore 86
  3. Rank 3ADFACDimensional US Core Equity 2 ETFScore 85
  4. Rank 4ADYNFiShares U.S. Equity Factor Rotation Active ETFScore 83
  5. Rank 67CHGROHedgeye Quality Growth ETFScore 47
  6. Rank 70CSUREAdvisorShares Insider Advantage ETFScore 46
  7. Rank 71CBEEZHoneytree U.S. Equity ETFScore 45

Our read on each fund

ETF.net Research

DFACADimensional US Core Equity 2 ETF

SURECAdvisorShares Insider Advantage ETF

In short

DFAC Dimensional's whole-market workhorse: roughly 2,600 US stocks in one ticker, run by managers who weigh federal tax consequences before they trade, at a fee closer to index funds than to active ones.

SURE An actively managed, roughly 100-stock US portfolio that weights every holding the same and screens for profitability. A 2011-vintage boutique in a corner of the market now ruled by ultra-cheap quant giants.

Stated mandate

DFAC The fund seeks long-term capital appreciation while considering federal income-tax implications in its investment decisions.

SURE The Fund seeks long-term capital appreciation.

Why people hold it

  • DFAC 0.17% a year for an actively run fund, well under the median fee among active US equity ETFs.
  • About 2,600 US stocks under one ticker, so it holds the market broadly rather than a narrow slice of it.
  • Federal income-tax implications sit inside the stated objective, not in a footnote, so they factor into what managers buy and sell.
  • A multi-billion-dollar fund with a track record running back to 2007 and one of the strongest implementations in its peer group.
  • SURE Equal weight across about 100 US names, so no single mega-cap dominates the portfolio, with profitability built into the selection screen rather than bolted on afterward.
  • Live since 2011, which means the strategy has run through real market cycles rather than arriving as a fresh backtest.
  • The stock book is the strongest part of the package: a diversified, all-US equity sleeve under a plain 1940 Act fund wrapper with a single mandate, long-term capital appreciation.

Worth knowing

  • DFAC Actively managed, so there's no published index to check it against. Holdings and tilts shift at the managers' discretion.
  • Dimensional's own DFAU runs a US core equity mandate for 0.12%, a slightly lighter fee for a similar shelf.
  • All stocks, all US: the mandate is capital appreciation from equities, so it takes the market's full swings, and cash arrives quarterly.
  • SURE Cost is the trade-off: 1.00% a year against a 0.65% median for active US equity funds, while systematic rivals like DFAU (0.12%) and AVLC (0.15%) charge a sliver of that.
  • Thinly traded for its category, so limit orders matter and spreads can widen when markets get jumpy.
  • Distributions land once or twice a year, not monthly. The mandate is capital appreciation, not an income stream.

Full DFAC profile⁠

Full SURE profile⁠

DFAC vs SURE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

DFAC vs SURE Cost

Overpaying SURE vs DFAC

$13,494

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • DFAC 0.17%

    $3,546

  • SURE 0.90%

    $17,040

$10,000
30 years

Cost over time

  • DFAC 0.17%
  • SURE 0.90%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SURE $17,040DFAC $3,546

Year by year

YearDFACSUREOverpaying
10$310$1,593$1,283
20$1,211$6,015$4,804
30$3,546$17,040$13,494

Expense ratio

  • 0.17%DFAC, cheaper
  • 0.90%SURE
  • Middle half of US Active Equity funds
  • Median 0.68%

DFAC 8th cheapest of 121 funds

SURE 94th cheapest of 121 funds

DFAC vs SURE Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
DFAC 0.88%, better
SURE 0.82%
Payout (12M)
DFAC $0.39
SURE $1.29
Last payment
DFAC $0.10
SURE $1.29
Ex-dividend
DFAC Sep 22, 2026
SURE Dec 22, 2025
Paid on
DFAC Sep 24, 2026
SURE Dec 29, 2025
Frequency
DFAC Quarterly
SURE Annual

Distribution history

Per share, 2017 to 2026, same scale for both

DFACQuarterly · 22 paymentsAll DFAC payments⁠
One bar per payment. 22 payments from 2017 to 2026 YTD. Jun 22, 2021 $0.06; Sep 21, 2021 $0.08; Dec 16, 2021 $0.11; Mar 22, 2022 $0.06; Jun 22, 2022 $0.09; Sep 20, 2022 $0.09; Dec 20, 2022 $0.12; Mar 21, 2023 $0.06; Jun 21, 2023 $0.09; Sep 19, 2023 $0.10; Dec 19, 2023 $0.10; Mar 19, 2024 $0.07; Jun 18, 2024 $0.10; Sep 17, 2024 $0.09; Dec 17, 2024 $0.10; Mar 25, 2025 $0.08; Jun 24, 2025 $0.11; Sep 23, 2025 $0.11; Dec 16, 2025 $0.09; Mar 24, 2026 $0.10; Jun 23, 2026 $0.11; Sep 22, 2026 $0.10. Use the arrow keys to read each point.$0$12017202020232026YTD
SUREAnnual · 9 paymentsAll SURE payments⁠
One bar per payment. 9 payments from 2017 to 2026 YTD. Dec 27, 2017 $0.47; Dec 27, 2018 $0.74; Dec 27, 2019 $0.82; Dec 24, 2020 $1.02; Dec 23, 2021 $1.06; Dec 23, 2022 $1.48; Dec 26, 2023 $1.16; Dec 23, 2024 $0.79; Dec 22, 2025 $1.29. Use the arrow keys to read each point.$0$12017202020232026YTD

DFAC vs SURE Risk

Fall from peak · 5 years

  • DFAC
  • SURE
Nov 9, 2021 to Nov 9, 2026. Worst fall: SURE −23.7% · Sep 2022. Use the arrow keys to read each point.−20%−15%−10%−5%0%Nov 2021May 2024Nov 2026

Risk facts

VolatilityStd dev, 3 years
DFAC 12.6%, betterSURE 13.9%
Return per unit of riskSharpe ratio, 3 years
DFAC 1.32, betterSURE 1.09
Worst fallMax drawdown, 5 years
DFAC −23.1%, betterSURE −23.7%
Market sensitivityBeta, 5 years
DFAC 0.99SURE 0.92

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