DFAC vs CPII

ADFAC

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income4.15%CPII · $415 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]DFAC and CPII

DFAC

CPII

Dimensional - US Core Equity 2 ETF · $89.2BAmerican Beacon Ionic Inflation Protection ETF · $11M

+21.2%3 years · per year$17,812 · $10,916+3.0%

+10.6%5 years · per year$16,526 · […][…]

0.21%Expense ratio$21 · $70 on $10k · lower wins0.70%

0.90%12-mo yield$90 · $415 on $10k4.15%

−8.5%Worst dropSmaller wins−2.2%

12.9%VolatilityLower wins3.6%

2–3CPII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CPII

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

Held in common[…]

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.15%	−0.1%	+3.8%	+3.4%	+3.0%	new	−2.2%	$11M

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.15%	−0.1%	+3.8%	+3.4%	+3.0%	new	−2.2%	$11M

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 CPII

DFAC

Dimensional - US Core Equity 2

$16,526

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureDFACCPII

Fee0.21%0.70%

Cost on $10k a year$21$70

Yield0.90%4.15%

5 years, per year+10.6%[…]

3 years, per year+21.2%+3.0%

Worst drop · 1Y−8.5%−2.2%

Volatility · 1Y12.9%3.6%

3–2measures won
CPII first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, CPII, IJH

Today

11.4%most shared, DFAC and IJH

DFACCPIIIJH

DFAC—[…]11.4%

CPII[…]—[…]

IJH11.4%[…]—

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

Income After Fees on $10,000

$345most kept, CPII

CPII$415 − $70 = $345

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

KeptFee

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