DFAC vs HAIL

ADFAC

BHAIL

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income2.17%HAIL · $217 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.6%DFAC and HAIL

DFAC

HAIL

Dimensional - US Core Equity 2 ETF · $85.7BState Street SPDR S&P Kensho Smart Mobility ETF · $16M

+21.0%3 years · per year$17,722 · $12,793+8.6%

+10.6%5 years · per year$16,525 · $5,880−10.1%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.90%12-mo yield$90 · $217 on $10k2.17%

−8.5%Worst dropSmaller wins−31.8%

12.9%VolatilityLower wins31.9%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · HAIL

4.8%NVDA1.7%

0.9%GOOG0.9%

0.3%QCOM1.5%

0.3%GM2.1%

Held in common4.6%

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	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
3	BHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

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	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
3	BHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

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 HAIL

DFAC

Dimensional - US Core Equity 2

$16,525

HAIL

SPDR S&P Kensho Smart Mobility

$5,881

MeasureDFACHAIL

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%2.17%

5 years, per year+10.6%−10.1%

3 years, per year+21.0%+8.6%

Worst drop · 1Y−8.5%−31.8%

Volatility · 1Y12.9%31.9%

5–1measures won
DFAC first

4.6%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, HAIL, VTV

Today

38.0%most shared, DFAC and VTV

DFACHAILVTV

DFAC—4.6%38.0%

HAIL4.6%—2.3%

VTV38.0%2.3%—

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

HAIL$217 − $45 = $172

DFAC$90 − $21 = $69

KeptFee

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