DFAC vs DEMZ

ADFAC

BDEMZ

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,056DEMZ · DFAC $16,526

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common21.6%DFAC and DEMZ

DFAC

DEMZ

Dimensional - US Core Equity 2 ETF · $89.2BDemocratic Large Cap Core ETF · $69M

+21.2%3 years · per year$17,812 · $18,355+22.4%

+10.6%5 years · per year$16,526 · $17,056+11.3%

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

0.90%12-mo yield$90 · $89 on $10k0.89%

−8.5%Worst dropSmaller wins−12.3%

12.9%VolatilityLower wins15.4%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · DEMZ

5.0%MSFT5.4%

5.8%AAPL5.0%

5.1%NVDA4.4%

1.9%META3.4%

Held in common21.6%

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

Both

5Y2 funds

#			Trend
1	BDEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M
2	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

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

Both

5Y2 funds

#			Trend
1	BDEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M
2	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

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 DEMZ

DFAC

Dimensional - US Core Equity 2

$16,526

DEMZ

Democratic Large Cap Core

$17,057

MeasureDFACDEMZ

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%0.89%

5 years, per year+10.6%+11.3%

3 years, per year+21.2%+22.4%

Worst drop · 1Y−8.5%−12.3%

Volatility · 1Y12.9%15.4%

3–2measures won
DFAC first

21.6%

holdings shared

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, DEMZ

Today

21.6%most shared, DFAC and DEMZ

DFACDEMZ

DFAC—21.6%

DEMZ21.6%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

DEMZ$89 − $45 = $44

KeptFee

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