BBUS vs DFAC

ABBUS

BDFAC

Measures won4–2BBUS wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · BBUS $16,772

Lowest cost0.02%BBUS · $2 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common67.8%BBUS and DFAC

BBUS

DFAC

JPMorgan BetaBuilders U.S. Equity ETF · $9.8BDimensional - US Core Equity 2 ETF · $85.7B

+22.0%3 years · per year$18,157 · $17,812+21.2%

+10.9%5 years · per year$16,772 · $16,526+10.6%

0.02%Expense ratio$2 · $21 on $10k · lower wins0.21%

1.04%12-mo yield$104 · $90 on $10k0.90%

−9.2%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins12.9%

4–2BBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBBUS · DFAC

7.4%AAPL5.8%

7.4%NVDA5.1%

5.9%MSFT5.0%

3.8%AMZN2.7%

Held in common67.8%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk	0.02%	1.04%	−4.4%	+7.8%	+9.0%	+22.0%	+10.9%	−9.2%	$9.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk	0.02%	1.04%	−4.4%	+7.8%	+9.0%	+22.0%	+10.9%	−9.2%	$9.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

Cards for this view

BBUS vs DFAC

BBUS

JPMorgan BetaBuilders U.S. Equity

$16,772

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureBBUSDFAC

Fee0.02%0.21%

Cost on $10k a year$2$21

Yield1.04%0.90%

5 years, per year+10.9%+10.6%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.7%12.9%

4–2measures won
BBUS first

67.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BBUS, DFAC, VOO

Today

91.8%most shared, BBUS and VOO

BBUSDFACVOO

BBUS—67.8%91.8%

DFAC67.8%—67.8%

VOO91.8%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BBUS$104 − $2 = $102

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee