DFAC vs CSM

ADFAC

BCSM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · CSM $16,787

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common52.2%DFAC and CSM

DFAC

CSM

Dimensional - US Core Equity 2 ETF · $85.7BProShares - Large Cap Core Plus · $499M

+21.0%3 years · per year$17,722 · $18,102+21.9%

+10.6%5 years · per year$16,525 · $16,787+10.9%

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

0.90%12-mo yield$90 · $108 on $10k1.08%

−8.5%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CSM

5.9%AAPL5.1%

4.8%NVDA4.6%

5.0%MSFT4.0%

2.7%AMZN2.9%

Held in common52.2%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

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 CSM

DFAC

Dimensional - US Core Equity 2

$16,525

CSM

ProShares - Large Cap Core Plus

$16,787

MeasureDFACCSM

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%1.08%

5 years, per year+10.6%+10.9%

3 years, per year+21.0%+21.9%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y12.9%13.2%

3–3measures won
level

52.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: DFAC, CSM, VTV

Today

52.2%most shared, DFAC and CSM

DFACCSMVTV

DFAC—52.2%38.0%

CSM52.2%—32.0%

VTV38.0%32.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

KeptFee

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