DFAC vs EQTY5YDFACDFACAvsBEQTYEQTYDimensional - US Core Equity 2 ETF · $87.4BKovitz Core Equity ETF · $1.4BReturns · dividends in+20.5%3 years · per year$17,492 · $16,654+18.5%+10.8%5 years · per year$16,689 · […][…]Cost and income0.21%Expense ratio$21 · $99 on $10k · lower wins0.99%0.88%12-mo yield$88 · $2 on $10k
Overlap: DFAC, EQTY, VOToday19.7%most shared, DFAC and VODFACEQTYVODFAC—15.8%19.7%EQTY15.8%—2.9%VO19.7%2.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAC vs EQTY5YADFACDimensional - US Core Equity 2$16,689vsEQTYBKovitz Core Equity[…]MeasureDFACEQTYFee0.21%0.99%Cost on $10k a year$21$99Yield0.88%0.02%5 years, per year+10.8%[…]3 years, per year+20.5%+18.5%Worst drop · 1Y−8.5%−11.9%Volatility · 1Y13.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.4B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BEQTYKovitz Core Equity ETFReadDesk0.99%0.02%−0.1%+11.6%+17.7%+18.5%new−11.9%$1.4BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.4B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BEQTYKovitz Core Equity ETFReadDesk0.99%0.02%−0.1%+11.6%+17.7%+18.5%new−11.9%$1.4BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: DFAC, EQTY, VOToday19.7%most shared, DFAC and VODFACEQTYVODFAC—15.8%19.7%EQTY15.8%—2.9%VO19.7%2.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132DFAC$88 − $21 = $67EQTY$2 − $99 = −$97KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee