APUE vs DFAC

AAPUE

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common65.6%APUE and DFAC

APUE

DFAC

ActivePassive U.S. Equity ETF · $2.4BDimensional - US Core Equity 2 ETF · $87.6B

+24.0%3 years · per year$19,058 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.31%Expense ratio$31 · $21 on $10k · lower wins0.21%

0.73%12-mo yield$73 · $87 on $10k0.87%

−9.0%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPUE · DFAC

6.8%AAPL5.6%

6.6%NVDA5.3%

5.4%MSFT4.8%

3.4%AMZN2.6%

Held in common65.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 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%	$87.6B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.4B

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

Both

5Y2 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%	$87.6B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.4B

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

APUE vs DFAC

APUE

ActivePassive U.S. Equity

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureAPUEDFAC

Fee0.31%0.21%

Cost on $10k a year$31$21

Yield0.73%0.87%

5 years, per year[…]+11.7%

3 years, per year+24.0%+23.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y12.8%12.3%

4–1measures won
DFAC first

65.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: APUE, DFAC

Today

65.6%most shared, APUE and DFAC

APUEDFAC

APUE—65.6%

DFAC65.6%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

APUE$73 − $31 = $42

KeptFee

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