DFAC vs CFA

ADFAC

BCFA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · CFA $14,285

Lowest cost0.21%DFAC · $21 on $10k

Most income1.27%CFA · $127 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common42.4%DFAC and CFA

DFAC

CFA

Dimensional - US Core Equity 2 ETF · $85.6BVictoryShares US 500 Volatility Wtd ETF · $532M

+21.0%3 years · per year$17,722 · $15,739+16.3%

+10.6%5 years · per year$16,525 · $14,285+7.4%

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

0.90%12-mo yield$90 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−7.1%

12.9%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · CFA

0.9%BRK-B0.5%

0.6%PG0.4%

0.4%COST0.4%

0.5%KO0.4%

Held in common42.4%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BCFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$532M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BCFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$532M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs CFA

DFAC

Dimensional - US Core Equity 2

$16,525

CFA

VictoryShares US 500 Volatility Wtd

$14,285

MeasureDFACCFA

Fee0.21%0.38%

Cost on $10k a year$21$38

Yield0.90%1.27%

5 years, per year+10.6%+7.4%

3 years, per year+21.0%+16.3%

Worst drop · 1Y−8.5%−7.1%

Volatility · 1Y12.9%11.0%

3–3measures won
level

42.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, CFA

Today

42.4%most shared, DFAC and CFA

DFACCFA

DFAC—42.4%

CFA42.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CFA

CFA$127 − $38 = $89

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee