DFAC vs APUE

ADFAC

BAPUE

Measures won4–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

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 common65.6%DFAC and APUE

DFAC

APUE

Dimensional - US Core Equity 2 ETF · $89.2BActivePassive U.S. Equity ETF · $2.5B

+23.2%3 years · per year$18,682 · $19,058+24.0%

+11.7%5 years · per year$17,417 · […][…]

0.21%Expense ratio$21 · $31 on $10k · lower wins0.31%

0.87%12-mo yield$87 · $73 on $10k0.73%

−8.5%Worst dropSmaller wins−9.0%

12.3%VolatilityLower wins12.8%

4–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · APUE

5.6%AAPL6.8%

5.3%NVDA6.6%

4.8%MSFT5.4%

2.6%AMZN3.4%

Held in common65.6%

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B

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

DFAC vs APUE

DFAC

Dimensional - US Core Equity 2

$17,417

APUE

ActivePassive U.S. Equity

[…]

MeasureDFACAPUE

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield0.87%0.73%

5 years, per year+11.7%[…]

3 years, per year+23.2%+24.0%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.3%12.8%

4–1measures won
DFAC first

65.6%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, APUE

Today

65.6%most shared, DFAC and APUE

DFACAPUE

DFAC—65.6%

APUE65.6%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

APUE$73 − $31 = $42

KeptFee

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