DFAC vs AVUS

ADFAC

BAVUS

Measures won1–5AVUS wins · of 6 · 5Y

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

Lowest cost0.15%AVUS · $15 on $10k

Most income0.93%AVUS · $93 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common78.0%DFAC and AVUS

DFAC

AVUS

Dimensional - US Core Equity 2 ETF · $89.2BAvantis U.S. Equity ETF · $14.7B

+23.2%3 years · per year$18,682 · $19,063+24.0%

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

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.87%12-mo yield$87 · $93 on $10k0.93%

−8.5%Worst dropSmaller wins−7.8%

12.3%VolatilityLower wins12.5%

1–5AVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · AVUS

5.6%AAPL5.7%

5.3%NVDA5.3%

4.8%MSFT4.7%

2.6%AMZN3.4%

Held in common78.0%

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	BAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B
2	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

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	BAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B
2	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

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

DFAC vs AVUS

DFAC

Dimensional - US Core Equity 2

$17,417

AVUS

Avantis U.S. Equity

$17,912

MeasureDFACAVUS

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.87%0.93%

5 years, per year+11.7%+12.4%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−8.5%−7.8%

Volatility · 1Y12.3%12.5%

4–1measures won
AVUS first

78.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, AVUS

Today

78.0%most shared, DFAC and AVUS

DFACAVUS

DFAC—78.0%

AVUS78.0%—

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

Income After Fees on $10,000

$78most kept, AVUS

AVUS$93 − $15 = $78

DFAC$87 − $21 = $66

KeptFee

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