DFAC vs CMBO

ADFAC

BCMBO

Measures won1–3CMBO wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.93%CMBO · $193 on $10k

Smallest drop−0.1%CMBO · worst fall in 1Y

Held in common[…]DFAC and CMBO

DFAC

CMBO

Dimensional - US Core Equity 2 ETF · $85.6BWayfinder Dynamic U.S. Interest Rate ETF · $3M

+21.2%3 years · per year$17,787 · […][…]

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

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

0.88%12-mo yield$88 · $193 on $10k1.93%

−8.5%Worst dropSmaller wins−0.1%

13.1%VolatilityLower wins0.2%

1–3CMBO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CMBO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BCMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk	0.35%	1.93%	0.0%	+3.5%	+4.2%	new	new	−0.1%	$3M

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	BCMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk	0.35%	1.93%	0.0%	+3.5%	+4.2%	new	new	−0.1%	$3M

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 CMBO

DFAC

Dimensional - US Core Equity 2

$16,820

CMBO

Wayfinder Dynamic U.S. Interest Rate

[…]

MeasureDFACCMBO

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.88%1.93%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%−0.1%

Volatility · 1Y13.1%0.2%

3–1measures won
CMBO first

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, CMBO, IJH

Today

11.4%most shared, DFAC and IJH

DFACCMBOIJH

DFAC—[…]11.4%

CMBO[…]—[…]

IJH11.4%[…]—

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

Income After Fees on $10,000

$158most kept, CMBO

CMBO$193 − $35 = $158

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

KeptFee

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