DFAC vs CDL

ADFAC

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income3.04%CDL · $304 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common10.8%DFAC and CDL

DFAC

CDL

Dimensional - US Core Equity 2 ETF · $85.7BVictoryShares US Large Cap High Div Volatility Wtd ETF · $420M

+21.2%3 years · per year$17,812 · $17,046+19.5%

+10.6%5 years · per year$16,526 · $16,332+10.3%

0.21%Expense ratio$21 · $38 on $10k · lower wins0.38%

0.90%12-mo yield$90 · $304 on $10k3.04%

−8.5%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CDL

0.9%XOM1.0%

0.7%CVX1.1%

0.6%PG1.4%

0.5%ABBV1.1%

Held in common10.8%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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 CDL

DFAC

Dimensional - US Core Equity 2

$16,526

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

MeasureDFACCDL

Fee0.21%0.38%

Cost on $10k a year$21$38

Yield0.90%3.04%

5 years, per year+10.6%+10.3%

3 years, per year+21.2%+19.5%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.9%11.1%

3–3measures won
level

10.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, CDL, VTV

Today

37.7%most shared, DFAC and VTV

DFACCDLVTV

DFAC—10.8%37.7%

CDL10.8%—21.8%

VTV37.7%21.8%—

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

KeptFee

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