CPII vs DFAC

ACPII

BDFAC

Measures won3–2CPII wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income4.16%CPII · $416 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]CPII and DFAC

CPII

DFAC

American Beacon Ionic Inflation Protection ETF · $11MDimensional - US Core Equity 2 ETF · $85.6B

+3.3%3 years · per year$11,019 · $17,722+21.0%

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

0.70%Expense ratio$70 · $21 on $10k · lower wins0.21%

4.16%12-mo yield$416 · $90 on $10k0.90%

−2.2%Worst dropSmaller wins−8.5%

3.6%VolatilityLower wins12.9%

3–2CPII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPII · DFAC

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

Held in common[…]

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ACPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ACPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

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

CPII vs DFAC

CPII

American Beacon Ionic Inflation Protection

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureCPIIDFAC

Fee0.70%0.21%

Cost on $10k a year$70$21

Yield4.16%0.90%

5 years, per year[…]+10.6%

3 years, per year+3.3%+21.0%

Worst drop · 1Y−2.2%−8.5%

Volatility · 1Y3.6%12.9%

3–2measures won
CPII first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CPII, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

CPIIDFACIJH

CPII—[…][…]

DFAC[…]—11.4%

IJH[…]11.4%—

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

KeptFee

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