BAGX vs DFAC
EA Bridgeway Aggressive Investors ETF vs Dimensional US Core Equity 2 ETF
Which is better, BAGX or DFAC?
BAGX has been ahead.
DFAC has a lower expense ratio. BAGX led over 1Y. DFAC is less concentrated, with 26.8% of the fund in its ten largest positions against 30.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAGX | DFAC |
|---|---|---|
| Expense Ratio | 0.73% | 0.17%Best |
| AUM | $202M | $88.6B |
| Dividend Yield | 0.00% | 0.89% |
| Holdings | 94 | 2,554 |
| YTD Return | +4.87% | +13.62%Best |
| 1Y Return | - | +18.22% |
| 3Y Return (annualized) | - | +20.62% |
| 5Y Return (annualized) | - | +11.68% |
| Top 10 Weight | 30.1% | 26.8%Best |
| Fund Family | Bridgeway Funds | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 24, 2026 | Oct 4, 2007 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BAGX vs DFAC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BAGX vs DFAC Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and Dimensional US Core Equity 2 ETF (DFAC) is an ETF from Dimensional. Year to date, BAGX is up 4.87% versus a gain of 13.62% for DFAC.
Past performance does not guarantee future results.
Fees and Cost Over Time
BAGX charges 0.73% per year while DFAC charges 0.17%. On a $10,000 position that is $73 vs $17 annually, a gap of $56 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 0.89% for DFAC.
Holdings Overlap
96.2% of BAGX's money is in holdings DFAC also owns. 31.4% of DFAC's money is in holdings BAGX also owns.
Most of BAGX is already inside DFAC. Owning both mostly buys the same companies twice.
88 positions in common, counted across the 94 positions we hold weights for in BAGX and 2,510 in DFAC, against full books of 94 and 2,554.
What only one of them owns
Our book lists 1,366 positions for DFAC that do not appear in our book for BAGX (65.8% of the fund), and 2 for BAGX that do not appear in DFAC (0.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BAGX | Weight in DFAC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.56% | 5.53% | 0.03% |
| AAPLApple, Inc | 4.73% | 5.42% | 0.69% |
| MSFTMicrosoft Corp | 3.70% | 4.63% | 0.93% |
| GOOGLAlphabet Inc | 4.06% | 1.57% | 2.49% |
| AMZNAmazon.Com Inc | 1.61% | 2.95% | 1.34% |
| MUMicron Technology, Inc. | 2.39% | 1.27% | 1.12% |
| LRCXLrcx Uw Equity | 2.05% | 0.20% | 1.85% |
| AMDAdvanced Micro Devices Inc | 2.01% | 0.18% | 1.83% |
| ILMNIllumina, Inc. | 2.13% | 0.04% | 2.09% |
| AMATApplied Materials, Inc. | 1.79% | 0.24% | 1.55% |
96.2% of BAGX is already inside DFAC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAGX or DFAC?
BAGX has an expense ratio of 0.73% while DFAC charges 0.17%. DFAC is the cheaper option, by $56 a year on a $10,000 investment.
What is the holdings overlap between BAGX and DFAC?
96.2% of BAGX's money is in holdings DFAC also owns. 31.4% of DFAC's is in holdings BAGX also owns. They hold 88 positions in common, counted across the 94 positions we hold weights for in BAGX and 2,510 in DFAC.
Which pays a higher dividend, BAGX or DFAC?
BAGX yields 0.00% while DFAC yields 0.89%, so DFAC currently pays the higher dividend yield.
Is DFAC better than BAGX?
DFAC has a lower expense ratio. BAGX led over 1Y. DFAC is less concentrated, with 26.8% of the fund in its ten largest positions against 30.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.