BTAL vs DFAC

ABTAL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income2.63%BTAL · $263 on $10k

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

Held in common15.9%BTAL and DFAC

BTAL

DFAC

AGF U.S. Market Neutral Anti-Beta Fund · $363MDimensional - US Core Equity 2 ETF · $85.7B

−10.1%3 years · per year$7,274 · $17,812+21.2%

−1.6%5 years · per year$9,246 · $16,526+10.6%

1.53%Expense ratio$153 · $21 on $10k · lower wins0.21%

2.63%12-mo yield$263 · $90 on $10k0.90%

−29.2%Worst dropSmaller wins−8.5%

24.3%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · DFAC

4.2%JNJ0.9%

4.9%BRK-B0.8%

3.8%CSCO0.5%

4.5%ABBV0.5%

Held in common15.9%

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	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
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$363M

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	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
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$363M

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

BTAL vs DFAC

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureBTALDFAC

Fee1.53%0.21%

Cost on $10k a year$153$21

Yield2.63%0.90%

5 years, per year−1.6%+10.6%

3 years, per year−10.1%+21.2%

Worst drop · 1Y−29.2%−8.5%

Volatility · 1Y24.3%12.9%

5–1measures won
DFAC first

15.9%

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: BTAL, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

BTALDFACVOO

BTAL—15.9%14.7%

DFAC15.9%—67.8%

VOO14.7%67.8%—

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

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

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