AVSU vs DFAC

AAVSU

BDFAC

Measures won3–2AVSU wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC

Lowest cost0.15%AVSU · $15 on $10k

Most income0.90%AVSU · $90 on $10k

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

Held in common67.3%AVSU and DFAC

AVSU

DFAC

Avantis Responsible U.S. Equity ETF · $479MDimensional - US Core Equity 2 ETF · $87.6B

+24.0%3 years · per year$19,064 · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.90%12-mo yield$90 · $88 on $10k0.88%

−10.1%Worst dropSmaller wins−8.5%

14.2%VolatilityLower wins12.2%

3–2AVSU wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSU · DFAC

6.4%AAPL5.7%

5.4%NVDA5.2%

5.0%MSFT4.7%

3.5%AMZN2.5%

Held in common67.3%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.90%	+0.2%	+14.8%	+17.3%	+24.0%	new	−10.1%	$479M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.90%	+0.2%	+14.8%	+17.3%	+24.0%	new	−10.1%	$479M

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

Cards for this view

AVSU vs DFAC

AVSU

Avantis Responsible U.S. Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureAVSUDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.90%0.88%

5 years, per year[…]+11.2%

3 years, per year+24.0%+23.0%

Worst drop · 1Y−10.1%−8.5%

Volatility · 1Y14.2%12.2%

2–2measures won
level

67.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AVSU, DFAC

Today

67.3%most shared, AVSU and DFAC

AVSUDFAC

AVSU—67.3%

DFAC67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, AVSU

AVSU$90 − $15 = $75

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee