CCSO vs DFAC

ACCSO

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.7%CCSO and DFAC

CCSO

DFAC

Carbon Collective Climate Solutions U.S. Equity ETF · $42MDimensional - US Core Equity 2 ETF · $85.6B

+13.5%3 years · per year$14,630 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

0.65%12-mo yield$65 · $90 on $10k0.90%

−21.6%Worst dropSmaller wins−8.5%

23.2%VolatilityLower wins12.9%

0–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCCSO · DFAC

6.1%WM0.1%

5.9%NUE0.1%

4.1%GEV0.1%

7.0%RSG0.1%

Held in common1.7%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CCSO vs DFAC

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureCCSODFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield0.65%0.90%

5 years, per year[…]+10.6%

3 years, per year+13.5%+21.0%

Worst drop · 1Y−21.6%−8.5%

Volatility · 1Y23.2%12.9%

5–0measures won
DFAC first

1.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CCSO, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

CCSODFACVTV

CCSO—1.7%1.5%

DFAC1.7%—38.0%

VTV1.5%38.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

CCSO$65 − $35 = $30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee