DFAC vs HAIL

ADFAC

BHAIL

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.24%HAIL · $224 on $10k

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

Held in common4.7%DFAC and HAIL

DFAC

HAIL

Dimensional - US Core Equity 2 ETF · $89.2BState Street SPDR S&P Kensho Smart Mobility ETF · $16M

+21.2%3 years · per year$17,812 · $12,425+7.5%

+10.6%5 years · per year$16,526 · $5,731−10.5%

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

0.90%12-mo yield$90 · $224 on $10k2.24%

−8.5%Worst dropSmaller wins−31.8%

12.9%VolatilityLower wins32.0%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · HAIL

5.1%NVDA1.7%

0.9%GOOG0.9%

0.3%QCOM1.6%

0.2%GM2.0%

Held in common4.7%

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.24%	−4.9%	−8.4%	−11.6%	+7.5%	−10.5%	−31.8%	$16M

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.24%	−4.9%	−8.4%	−11.6%	+7.5%	−10.5%	−31.8%	$16M

End-of-day Nov 5, 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

$16,526

HAIL

SPDR S&P Kensho Smart Mobility

$5,731

MeasureDFACHAIL

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%2.24%

5 years, per year+10.6%−10.5%

3 years, per year+21.2%+7.5%

Worst drop · 1Y−8.5%−31.8%

Volatility · 1Y12.9%32.0%

5–1measures won
DFAC first

4.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, HAIL, VUG

Today

36.2%most shared, DFAC and VUG

DFACHAILVUG

DFAC—4.7%36.2%

HAIL4.7%—4.5%

VUG36.2%4.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, HAIL

HAIL$224 − $45 = $179

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee