DFAC vs DYNF

ADFAC

BDYNF

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,508DYNF · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common48.7%DFAC and DYNF

DFAC

DYNF

Dimensional - US Core Equity 2 ETF · $87.6BiShares U.S. Equity Factor Rotation Active ETF · $41.8B

+23.2%3 years · per year$18,682 · $20,586+27.2%

+11.7%5 years · per year$17,417 · $19,508+14.3%

0.21%Expense ratio$21 · $26 on $10k · lower wins0.26%

0.87%12-mo yield$87 · $83 on $10k0.83%

−8.5%Worst dropSmaller wins−8.7%

12.3%VolatilityLower wins13.8%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · DYNF

5.6%AAPL8.0%

5.3%NVDA7.9%

4.8%MSFT4.8%

2.6%AMZN4.2%

Held in common48.7%

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	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.83%	+1.1%	+12.3%	+12.1%	+27.2%	+14.3%	−8.7%	$41.8B
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	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.83%	+1.1%	+12.3%	+12.1%	+27.2%	+14.3%	−8.7%	$41.8B
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 DYNF

DFAC

Dimensional - US Core Equity 2

$17,417

DYNF

iShares U.S. Equity Factor Rotation Active

$19,508

MeasureDFACDYNF

Fee0.21%0.26%

Cost on $10k a year$21$26

Yield0.87%0.83%

5 years, per year+11.7%+14.3%

3 years, per year+23.2%+27.2%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.3%13.8%

4–2measures won
DFAC first

48.7%

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, DYNF

Today

48.7%most shared, DFAC and DYNF

DFACDYNF

DFAC—48.7%

DYNF48.7%—

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

DYNF$83 − $26 = $57

KeptFee

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