DFUS vs DFAC

ADFUS

BDFAC

Measures won1–5DFAC wins · of 6 · YTD

$10,000 · YTD$11,577DFAC · DFUS $11,343

Lowest cost0.09%DFUS · $9 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common75.9%DFUS and DFAC

YTD

DFUS

DFAC

Dimensional U.S. Equity ETF · $21.8BDimensional - US Core Equity 2 ETF · $89.2B

+13.4%Year to dateJan 1 → Nov 4+15.8%

+13.6%1 yearTotal return+17.7%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.86%12-mo yield$86 · $87 on $10k0.87%

−9.0%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · since Jan 1One scale

Shared top holdingsDFUS · DFAC

6.7%AAPL5.6%

6.6%NVDA5.3%

5.4%MSFT4.8%

3.5%AMZN2.6%

Held in common75.9%

End-of-day Nov 4, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs DFAC

DFUS

Dimensional U.S. Equity

$11,357

DFAC

Dimensional - US Core Equity 2

$11,772

MeasureDFUSDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.86%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+24.2%+23.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.2%12.3%

3–2measures won
DFUS first

75.9%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFUS, DFAC

Today

75.9%most shared, DFUS and DFAC

DFUSDFAC

DFUS—75.9%

DFAC75.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee