DFAC vs CCSO

ADFAC

BCCSO

Measures won5–0DFAC 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 common1.8%DFAC and CCSO

DFAC

CCSO

Dimensional - US Core Equity 2 ETF · $87.6BCarbon Collective Climate Solutions U.S. Equity ETF · $45M

+23.2%3 years · per year$18,682 · $15,325+15.3%

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

0.21%Expense ratio$21 · $35 on $10k · lower wins0.35%

0.87%12-mo yield$87 · $63 on $10k0.63%

−8.5%Worst dropSmaller wins−19.6%

12.3%VolatilityLower wins23.0%

5–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · CCSO

0.2%GEV4.6%

0.1%NUE6.3%

0.1%JCI5.7%

0.1%WM5.7%

Held in common1.8%

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	ADFAC	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
2	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$45M

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	ADFAC	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
2	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$45M

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 CCSO

DFAC

Dimensional - US Core Equity 2

$17,417

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

MeasureDFACCCSO

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.87%0.63%

5 years, per year+11.7%[…]

3 years, per year+23.2%+15.3%

Worst drop · 1Y−8.5%−19.6%

Volatility · 1Y12.3%23.0%

5–0measures won
DFAC first

1.8%

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: DFAC, CCSO

Today

1.8%most shared, DFAC and CCSO

DFACCCSO

DFAC—1.8%

CCSO1.8%—

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

CCSO$63 − $35 = $28

KeptFee

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