BRNY vs DFAC

ABRNY

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · DFAC $16,976

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common26.5%BRNY and DFAC

BRNY

DFAC

Burney U.S. Factor Rotation ETF · $590MDimensional - US Core Equity 2 ETF · $87.6B

+27.1%3 years · per year$20,524 · $18,595+23.0%

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

0.79%Expense ratio$79 · $21 on $10k · lower wins0.21%

0.18%12-mo yield$18 · $88 on $10k0.88%

−9.4%Worst dropSmaller wins−8.5%

16.1%VolatilityLower wins12.2%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBRNY · DFAC

8.5%NVDA5.2%

4.9%AAPL5.7%

7.0%MSFT4.7%

4.3%AMZN2.5%

Held in common26.5%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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
3	ABRNY	Burney U.S. Factor Rotation ETFRead Desk	0.79%	0.18%	+0.6%	+8.8%	+12.3%	+27.1%	new	−9.4%	$590M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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
3	ABRNY	Burney U.S. Factor Rotation ETFRead Desk	0.79%	0.18%	+0.6%	+8.8%	+12.3%	+27.1%	new	−9.4%	$590M

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

BRNY vs DFAC

BRNY

Burney U.S. Factor Rotation

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureBRNYDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield0.18%0.88%

5 years, per year[…]+11.2%

3 years, per year+27.1%+23.0%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y16.1%12.2%

4–1measures won
DFAC first

26.5%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: BRNY, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

BRNYDFACVOO

BRNY—26.5%37.1%

DFAC26.5%—67.3%

VOO37.1%67.3%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

BRNY$18 − $79 = −$61

KeptFee

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