AVUS vs DFAC

AAVUS

BDFAC

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,267AVUS · DFAC $16,820

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common78.0%AVUS and DFAC

AVUS

DFAC

Avantis U.S. Equity ETF · $14.3BDimensional - US Core Equity 2 ETF · $87.7B

+21.9%3 years · per year$18,116 · $17,787+21.2%

+11.5%5 years · per year$17,267 · $16,820+11.0%

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

0.94%12-mo yield$94 · $88 on $10k0.88%

−7.8%Worst dropSmaller wins−8.5%

13.3%VolatilityLower wins13.1%

5–1AVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · DFAC

6.0%AAPL5.9%

4.9%NVDA4.9%

4.9%MSFT5.0%

3.6%AMZN2.7%

Held in common78.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVUS vs DFAC

AVUS

Avantis U.S. Equity

$17,267

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureAVUSDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.94%0.88%

5 years, per year+11.5%+11.0%

3 years, per year+21.9%+21.2%

Worst drop · 1Y−7.8%−8.5%

Volatility · 1Y13.3%13.1%

4–1measures won
AVUS first

78.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AVUS, DFAC, IJH

Today

78.0%most shared, AVUS and DFAC

AVUSDFACIJH

AVUS—78.0%7.9%

DFAC78.0%—11.4%

IJH7.9%11.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

AVUS$94 − $15 = $79

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee