BLUC vs DFAC

ABLUC

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common0.0%BLUC and DFAC

BLUC

DFAC

Bluemonte Large Cap Core ETF · $370MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.28%Expense ratio$28 · $21 on $10k · lower wins0.21%

0.50%12-mo yield$50 · $90 on $10k0.90%

−10.7%Worst dropSmaller wins−8.5%

15.0%VolatilityLower wins12.9%

0–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLUC · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	ABLUC	Bluemonte Large Cap Core ETFRead Desk		0.28%	0.50%	−4.7%	+5.8%	+6.4%	new	new	−10.7%	$370M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	ABLUC	Bluemonte Large Cap Core ETFRead Desk		0.28%	0.50%	−4.7%	+5.8%	+6.4%	new	new	−10.7%	$370M

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

BLUC vs DFAC

BLUC

Bluemonte Large Cap Core

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureBLUCDFAC

Fee0.28%0.21%

Cost on $10k a year$28$21

Yield0.50%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−10.7%−8.5%

Volatility · 1Y15.0%12.9%

4–0measures won
DFAC first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BLUC, DFAC

Today

0.0%most shared, BLUC and DFAC

BLUCDFAC

BLUC—0.0%

DFAC0.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

BLUC$50 − $28 = $22

KeptFee

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