DFAC vs FNDA

ADFAC

BFNDA

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · FNDA $14,615

Lowest cost0.21%DFAC · $21 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common13.2%DFAC and FNDA

DFAC

FNDA

Dimensional - US Core Equity 2 ETF · $89.2BSchwab Fundamental U.S. Small Company Index ETF · $9.1B

+23.2%3 years · per year$18,682 · $16,896+19.1%

+11.7%5 years · per year$17,417 · $14,615+7.9%

0.21%Expense ratio$21 · $25 on $10k · lower wins0.25%

0.87%12-mo yield$87 · $120 on $10k1.20%

−8.5%Worst dropSmaller wins−9.4%

12.3%VolatilityLower wins15.7%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · FNDA

0.1%PLTR0.1%

0.1%UAL0.2%

0.1%LITE0.2%

0.1%ATI0.2%

Held in common13.2%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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 FNDA

DFAC

Dimensional - US Core Equity 2

$17,417

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

MeasureDFACFNDA

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.87%1.20%

5 years, per year+11.7%+7.9%

3 years, per year+23.2%+19.1%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y12.3%15.7%

5–1measures won
DFAC first

13.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, FNDA

Today

13.2%most shared, DFAC and FNDA

DFACFNDA

DFAC—13.2%

FNDA13.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

DFAC$87 − $21 = $66

KeptFee

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