AUSF vs DFAC

AAUSF

BDFAC

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$19,663AUSF · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income2.62%AUSF · $262 on $10k

Smallest drop−7.0%AUSF · worst fall in 1Y

Held in common17.7%AUSF and DFAC

AUSF

DFAC

Global X - Adaptive U.S. Factor ETF · $912MDimensional - US Core Equity 2 ETF · $87.6B

+22.5%3 years · per year$18,371 · $18,682+23.2%

+14.5%5 years · per year$19,663 · $17,417+11.7%

0.27%Expense ratio$27 · $21 on $10k · lower wins0.21%

2.62%12-mo yield$262 · $87 on $10k0.87%

−7.0%Worst dropSmaller wins−8.5%

10.4%VolatilityLower wins12.3%

4–2AUSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUSF · DFAC

1.8%MSFT4.8%

1.5%AAPL5.6%

1.5%JNJ0.9%

1.7%BRK-B0.8%

Held in common17.7%

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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	2.62%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$912M
2	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

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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	2.62%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$912M
2	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

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

AUSF vs DFAC

AUSF

Global X - Adaptive U.S. Factor

$19,663

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureAUSFDFAC

Fee0.27%0.21%

Cost on $10k a year$27$21

Yield2.62%0.87%

5 years, per year+14.5%+11.7%

3 years, per year+22.5%+23.2%

Worst drop · 1Y−7.0%−8.5%

Volatility · 1Y10.4%12.3%

4–2measures won
AUSF first

17.7%

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: AUSF, DFAC

Today

17.7%most shared, AUSF and DFAC

AUSFDFAC

AUSF—17.7%

DFAC17.7%—

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

Income After Fees on $10,000

$235most kept, AUSF

AUSF$262 − $27 = $235

DFAC$87 − $21 = $66

KeptFee

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