DFAC vs LSAF

ADFAC

BLSAF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,041LSAF · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common6.5%DFAC and LSAF

DFAC

LSAF

Dimensional - US Core Equity 2 ETF · $89.2BLeaderSharesTM AlphaFactor US Core Equity ETF · $133M

+23.2%3 years · per year$18,682 · $19,671+25.3%

+11.7%5 years · per year$17,417 · $18,041+12.5%

0.21%Expense ratio$21 · $75 on $10k · lower wins0.75%

0.87%12-mo yield$87 · $53 on $10k0.53%

−8.5%Worst dropSmaller wins−6.6%

12.3%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · LSAF

0.4%COP1.1%

0.2%MPC1.0%

0.2%GM1.0%

0.2%C0.9%

Held in common6.5%

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	BLSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	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

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	BLSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+2.6%	+29.9%	+33.9%	+25.3%	+12.5%	−6.6%	$133M
2	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

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 LSAF

DFAC

Dimensional - US Core Equity 2

$17,417

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$18,041

MeasureDFACLSAF

Fee0.21%0.75%

Cost on $10k a year$21$75

Yield0.87%0.53%

5 years, per year+11.7%+12.5%

3 years, per year+23.2%+25.3%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.3%14.3%

3–3measures won
level

6.5%

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, LSAF

Today

6.5%most shared, DFAC and LSAF

DFACLSAF

DFAC—6.5%

LSAF6.5%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

LSAF$53 − $75 = −$22

KeptFee

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