DFAC vs CAPE

ADFAC

BCAPE

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.55%CAPE · $155 on $10k

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

Held in common13.0%DFAC and CAPE

DFAC

CAPE

Dimensional - US Core Equity 2 ETF · $85.6BDoubleLine Shiller CAPE U.S. Equities ETF · $207M

+21.2%3 years · per year$17,787 · $14,365+12.8%

+11.0%5 years · per year$16,820 · […][…]

0.21%Expense ratio$21 · $65 on $10k · lower wins0.65%

0.88%12-mo yield$88 · $155 on $10k1.55%

−8.5%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins12.8%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CAPE

2.7%AMZN6.3%

0.6%PG1.9%

0.6%WMT2.6%

0.5%KO1.9%

Held in common13.0%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs CAPE

DFAC

Dimensional - US Core Equity 2

$16,820

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

MeasureDFACCAPE

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.88%1.55%

5 years, per year+11.0%[…]

3 years, per year+21.2%+12.8%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.1%12.8%

3–2measures won
DFAC first

13.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, CAPE, IJH

Today

13.0%most shared, DFAC and CAPE

DFACCAPEIJH

DFAC—13.0%11.4%

CAPE13.0%—4.3%

IJH11.4%4.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

CAPE$155 − $65 = $90

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee