DEMZ vs DFAC

ADEMZ

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,912DEMZ · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common21.4%DEMZ and DFAC

DEMZ

DFAC

Democratic Large Cap Core ETF · $68MDimensional - US Core Equity 2 ETF · $87.6B

+24.7%3 years · per year$19,377 · $18,682+23.2%

+12.4%5 years · per year$17,912 · $17,417+11.7%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

0.86%12-mo yield$86 · $87 on $10k0.87%

−12.3%Worst dropSmaller wins−8.5%

14.8%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · DFAC

4.9%AAPL5.6%

5.2%MSFT4.8%

4.7%NVDA5.3%

3.4%META1.9%

Held in common21.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$68M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$68M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEMZ vs DFAC

DEMZ

Democratic Large Cap Core

$17,912

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureDEMZDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.86%0.87%

5 years, per year+12.4%+11.7%

3 years, per year+24.7%+23.2%

Worst drop · 1Y−12.3%−8.5%

Volatility · 1Y14.8%12.3%

3–2measures won
DFAC first

21.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DEMZ, DFAC

Today

21.4%most shared, DEMZ and DFAC

DEMZDFAC

DEMZ—21.4%

DFAC21.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

DEMZ$86 − $45 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee