CDL vs DFAC

ACDL

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income3.04%CDL · $304 on $10k

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

Held in common10.8%CDL and DFAC

CDL

DFAC

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420MDimensional - US Core Equity 2 ETF · $85.7B

+19.5%3 years · per year$17,046 · $17,812+21.2%

+10.3%5 years · per year$16,332 · $16,526+10.6%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

3.04%12-mo yield$304 · $90 on $10k0.90%

−7.9%Worst dropSmaller wins−8.5%

11.1%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · DFAC

1.0%XOM0.9%

1.1%CVX0.7%

1.4%PG0.6%

1.1%ABBV0.5%

Held in common10.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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

CDL vs DFAC

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCDLDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield3.04%0.90%

5 years, per year+10.3%+10.6%

3 years, per year+19.5%+21.2%

Worst drop · 1Y−7.9%−8.5%

Volatility · 1Y11.1%12.9%

3–3measures won
level

10.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CDL, DFAC, VTV

Today

37.7%most shared, DFAC and VTV

CDLDFACVTV

CDL—10.8%21.8%

DFAC10.8%—37.7%

VTV21.8%37.7%—

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

KeptFee

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