DFAC vs CSM

ADFAC

BCSM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,681CSM · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.04%CSM · $104 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common52.2%DFAC and CSM

DFAC

CSM

Dimensional - US Core Equity 2 ETF · $87.6BProShares - Large Cap Core Plus · $512M

+23.2%3 years · per year$18,682 · $19,199+24.3%

+11.7%5 years · per year$17,417 · $17,681+12.1%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.87%12-mo yield$87 · $104 on $10k1.04%

−8.5%Worst dropSmaller wins−9.4%

12.3%VolatilityLower wins12.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · CSM

5.3%NVDA5.1%

5.6%AAPL4.8%

4.8%MSFT3.8%

2.6%AMZN2.7%

Held in common52.2%

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	BCSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	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

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	BCSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M
2	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

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 CSM

DFAC

Dimensional - US Core Equity 2

$17,417

CSM

ProShares - Large Cap Core Plus

$17,682

MeasureDFACCSM

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.87%1.04%

5 years, per year+11.7%+12.1%

3 years, per year+23.2%+24.3%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y12.3%12.6%

3–3measures won
level

52.2%

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, CSM

Today

52.2%most shared, DFAC and CSM

DFACCSM

DFAC—52.2%

CSM52.2%—

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

CSM$104 − $45 = $59

KeptFee

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