DFAC vs DEMZ

ADFAC

BDEMZ

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DEMZ $17,163

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 common21.5%DFAC and DEMZ

DFAC

DEMZ

Dimensional - US Core Equity 2 ETF · $85.6BDemocratic Large Cap Core ETF · $67M

+21.0%3 years · per year$17,722 · $18,354+22.4%

+10.6%5 years · per year$16,525 · $17,163+11.4%

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 yearsAll three, one scale

Shared top holdingsDFAC · DEMZ

5.9%AAPL5.2%

5.0%MSFT5.4%

4.8%NVDA4.2%

1.9%META3.4%

Held in common21.5%

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	BDEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$67M
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%	$85.6B

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	BDEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$67M
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%	$85.6B

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 DEMZ

DFAC

Dimensional - US Core Equity 2

$16,525

DEMZ

Democratic Large Cap Core

$17,163

MeasureDFACDEMZ

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%0.89%

5 years, per year+10.6%+11.4%

3 years, per year+21.0%+22.4%

Worst drop · 1Y−8.5%−12.3%

Volatility · 1Y12.9%15.4%

3–2measures won
DFAC first

21.5%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, DEMZ, VTV

Today

38.0%most shared, DFAC and VTV

DFACDEMZVTV

DFAC—21.5%38.0%

DEMZ21.5%—5.1%

VTV38.0%5.1%—

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

DEMZ$89 − $45 = $44

KeptFee

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