DFAC vs SAMM

ADFAC

BSAMM

Measures won3–1DFAC wins · of 6 · 3Y

$10,000 · 3Y$17,728DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.99%SAMM · $99 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common4.7%DFAC and SAMM

DFAC

SAMM

Dimensional - US Core Equity 2 ETF · $88.3BStrategas Macro Momentum ETF · $41M

+21.0%3 years · per year$17,728 · […][…]

+10.9%5 years · per year$16,748 · […][…]

0.21%Expense ratio$21 · $107 on $10k · lower wins1.07%

0.87%12-mo yield$87 · $99 on $10k0.99%

−8.5%

End-of-day Nov 11, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SAMM

DFAC

Dimensional - US Core Equity 2

$17,728

SAMM

Strategas Macro Momentum

[…]

MeasureDFACSAMM

Fee0.21%1.07%

Cost on $10k a year$21$107

Yield0.87%0.99%

5 years, per year+10.9%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−17.9%

Volatility · 1Y13.0%

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DFAC vs SAMM

Both

Both

$10,000 in DFAC, SAMM

Overlap: DFAC, SAMM

DFAC vs SAMM

SCHD vs VIG

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Overlap: DFAC, SAMM

Income After Fees on $10,000