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DFAC vs SURI

Dimensional US Core Equity 2 ETF

DFACANYSE Arca

Simplify Propel Opportunities ETF

SURIFNYSE Arca

Overlap

Expense ratio

DFAC −2.42pt a year

DFAC0.17%SURI2.59%

Avg volume · 30D

DFAC 430.9×the volume

DFAC2MSURI4.65K

3Y return · a year

DFAC +8.0pt

DFAC+22.3%SURI+14.3%

DFAC vs SURI Performance

Oct 31, 2025 – Oct 30, 2026

+16.1%DFAC+17.7%SURI

Oct 31, 2025 to Oct 30, 2026. DFAC +16.1%. SURI +17.7%. Use the arrow keys to read each point.−10%0%30%Oct 2025Apr 2026Oct 2026
Expense ratio
DFAC 0.17%, better
SURI 2.59%
Fund size
DFAC $87.7B
SURI $74M
1Y total return
DFAC +16.1%
SURI +17.7%, better
Yield (12M)
DFAC 0.88%
SURI 15.79%, better
Holdings
DFAC 2553
SURI 39
Avg volume (30D)
DFAC 2M sh, better
SURI 4.65K sh
NAV per share
DFAC $44.87
SURI $16.93
52W range

ETF.net Grade

DFAC: Cost 94, Risk 66, Mission 100, Tradability 87, Holdings 87, Durability 97. SURI: Cost 0, Risk 19, Mission not scored, Tradability 13, Holdings 28, Durability 61.
Pillar letters and Scores for DFAC, SURI, with each pillar’s weight
PillarDFACSURI
Cost30% weightA94HigherF0
Mission25% weightA100Not scored
Risk15% weightB66HigherF19
Tradability15% weightA87HigherF13
Holdings10% weightA87HigherD28
Durability5% weightA97HigherB61

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 SURI 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 SURI 121st 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 119FCCFEConcourse Capital Focused Equity ETFScore 17
  6. Rank 121FSURISimplify Propel Opportunities ETFScore 14

Our read on each fund

ETF.net Research

DFACADimensional US Core Equity 2 ETF

SURIFSimplify Propel Opportunities 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.

SURI A specialist healthcare stock-picker in an ETF shell. Simplify hands the keys to sub-adviser Propel, whose science team hunts global biotech, pharma, health tech and life-science names it believes investors have overlooked.

Stated mandate

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

SURI 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.
  • SURI A scientist's mandate, not an index screen: Propel sub-advises, using health sciences expertise to pick the names, and the fund is actively managed rather than tracking a benchmark.simplify.us
  • Narrow on purpose: biotech, pharma, health care technology and life science tools, global in reach, with long-term capital appreciation as the stated objective.
  • Live since 2023, so there is a real record of this team's picks to inspect instead of a backtest, inside standard 1940 Act ETF plumbing that pays quarterly.

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.
  • SURI 2.56% net of a waiver through May 31, 2027, against 2.81% gross, well above the category median. Concentrated specialist research is what that fee buys.
  • Thinly traded and modest in size, so getting in and out can cost more than with a broad index ETF.
  • One slice of one sector, with no index anchoring it, means outcomes ride on the sub-adviser's judgment.

Full DFAC profile⁠

Full SURI profile⁠

DFAC vs SURI 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 SURI Cost

Overpaying SURI vs DFAC

$36,079

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

  • DFAC 0.17%

    $3,546

  • SURI 2.59%

    $39,625

$10,000
30 years

Cost over time

  • DFAC 0.17%
  • SURI 2.59%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$10K$20K$30K$40K051015202530SURI $39,625DFAC $3,546

Year by year

YearDFACSURIOverpaying
10$310$4,275$3,965
20$1,211$14,992$13,781
30$3,546$39,625$36,079

Expense ratio

  • 0.17%DFAC, cheaper
  • 2.59%SURI
  • Middle half of US Active Equity funds
  • Median 0.68%

DFAC 8th cheapest of 121 funds

SURI 120th cheapest of 121 funds

DFAC vs SURI Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
DFAC 0.88%
SURI 15.79%, better
Payout (12M)
DFAC $0.39
SURI $2.72
Last payment
DFAC $0.10
SURI $0.68
Ex-dividend
DFAC Sep 22, 2026
SURI Sep 25, 2026
Paid on
DFAC Sep 24, 2026
SURI Sep 30, 2026
Frequency
DFAC Quarterly
SURI Quarterly

Distribution history

Per share, 2021 to 2026, same scale for both

DFACQuarterly · 22 paymentsAll DFAC payments⁠
One bar per payment. 22 payments from 2021 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$120232026YTD
SURIQuarterly · 15 paymentsAll SURI payments⁠
One bar per payment. 15 payments from 2021 to 2026 YTD. Mar 27, 2023 $1.00; Jun 27, 2023 $0.68; Sep 27, 2023 $0.68; Dec 26, 2023 $0.68; Mar 25, 2024 $0.68; Jun 25, 2024 $1.25; Sep 25, 2024 $0.68; Dec 23, 2024 $0.68; Mar 26, 2025 $0.68; Jun 25, 2025 $0.68; Sep 25, 2025 $0.68; Dec 23, 2025 $0.68; Mar 26, 2026 $0.68; Jun 25, 2026 $0.68; Sep 25, 2026 $0.68. Use the arrow keys to read each point.$0$120232026YTD

DFAC vs SURI Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
DFAC 12.6%, betterSURI 30.1%
Return per unit of riskSharpe ratio, 3 years
DFAC 1.32, betterSURI 0.45
Worst fallMax drawdown, 5 years
DFAC −23.1%SURI −47.7%since Feb 2023
Market sensitivityBeta, 5 years
DFAC 0.99SURI 1.18

DFAC and SURI in the news

All news⁠

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