BEEZ vs DFAC

ABEEZ

BDFAC

Measures won1–3DFAC 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−8.4%BEEZ · worst fall in 1Y

Held in common3.6%BEEZ and DFAC

BEEZ

DFAC

Honeytree U.S. Equity ETF · $6MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $18,682+23.2%

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

0.64%Expense ratio$64 · $21 on $10k · lower wins0.21%

0.50%12-mo yield$50 · $87 on $10k0.87%

−8.4%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.3%

1–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBEEZ · DFAC

4.9%V0.8%

4.9%MA0.7%

4.5%COST0.3%

4.5%LIN0.3%

Held in common3.6%

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%	$89.2B
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.50%	+1.7%	+12.6%	+12.2%	new	new	−8.4%	$6M

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%	$89.2B
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.50%	+1.7%	+12.6%	+12.2%	new	new	−8.4%	$6M

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

BEEZ vs DFAC

BEEZ

Honeytree U.S. Equity

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureBEEZDFAC

Fee0.64%0.21%

Cost on $10k a year$64$21

Yield0.50%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y13.6%12.3%

3–1measures won
DFAC first

3.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BEEZ, DFAC

Today

3.6%most shared, BEEZ and DFAC

BEEZDFAC

BEEZ—3.6%

DFAC3.6%—

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

BEEZ$50 − $64 = −$14

KeptFee

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