CSD vs DFAC

ACSD

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · DFAC $16,526

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common1.0%CSD and DFAC

CSD

DFAC

Invesco S&P Spin-Off ETF · $211MDimensional - US Core Equity 2 ETF · $85.7B

+32.5%3 years · per year$23,283 · $17,812+21.2%

+14.1%5 years · per year$19,358 · $16,526+10.6%

0.66%Expense ratio$66 · $21 on $10k · lower wins0.21%

0.13%12-mo yield$13 · $90 on $10k0.90%

−17.6%Worst dropSmaller wins−8.5%

25.5%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · DFAC

4.6%SNDK0.2%

6.2%GEV0.1%

5.5%VLTO0.1%

7.3%VYLR0.1%

Held in common1.0%

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	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

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	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

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

CSD vs DFAC

CSD

Invesco S&P Spin-Off

$19,358

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCSDDFAC

Fee0.66%0.21%

Cost on $10k a year$66$21

Yield0.13%0.90%

5 years, per year+14.1%+10.6%

3 years, per year+32.5%+21.2%

Worst drop · 1Y−17.6%−8.5%

Volatility · 1Y25.5%12.9%

4–2measures won
DFAC first

1.0%

holdings shared

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

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

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

Overlap: CSD, DFAC, IJR

Today

6.4%most shared, DFAC and IJR

CSDDFACIJR

CSD—1.0%3.1%

DFAC1.0%—6.4%

IJR3.1%6.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

CSD$13 − $66 = −$53

KeptFee

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