DFAC vs EPRF

ADFAC

BEPRF

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income6.52%EPRF · $652 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DFAC and EPRF

DFAC

EPRF

Dimensional - US Core Equity 2 ETF · $85.7BInnovator S&P Inv. Grade Preferred ETF · $62M

+21.0%3 years · per year$17,722 · $10,934+3.0%

+10.6%5 years · per year$16,525 · $8,546−3.1%

0.21%Expense ratio$21 · $47 on $10k · lower wins0.47%

0.90%12-mo yield$90 · $652 on $10k6.52%

−8.5%Worst dropSmaller wins−10.2%

12.9%VolatilityLower wins7.8%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · EPRF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

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	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

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 EPRF

DFAC

Dimensional - US Core Equity 2

$16,525

EPRF

Innovator S&P Inv. Grade Preferred

$8,546

MeasureDFACEPRF

Fee0.21%0.47%

Cost on $10k a year$21$47

Yield0.90%6.52%

5 years, per year+10.6%−3.1%

3 years, per year+21.0%+3.0%

Worst drop · 1Y−8.5%−10.2%

Volatility · 1Y12.9%7.8%

4–2measures won
DFAC first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, EPRF, VO

Today

19.7%most shared, DFAC and VO

DFACEPRFVO

DFAC—0.0%19.7%

EPRF0.0%—0.0%

VO19.7%0.0%—

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

Income After Fees on $10,000

$605most kept, EPRF

EPRF$652 − $47 = $605

VO$139 − $3 = $136

DFAC$90 − $21 = $69

KeptFee

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