DFAC vs LTAX

ADFAC

BLTAX

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,976DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income3.21%LTAX · $321 on $10k

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

Held in common[…]DFAC and LTAX

DFAC

LTAX

Dimensional - US Core Equity 2 ETF · $87.6BNomura Tax-Free USA ETF · $7M

+23.0%3 years · per year$18,595 · […][…]

+11.2%5 years · per year$16,976 · […][…]

0.21%Expense ratio$21 · $39 on $10k · lower wins0.39%

0.88%12-mo yield$88 · $321 on $10k3.21%

−8.5%Worst dropSmaller wins[…]

12.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · LTAX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BLTAX	Nomura Tax-Free USA ETFRead Desk		0.39%	3.21%	0.0%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BLTAX	Nomura Tax-Free USA ETFRead Desk		0.39%	3.21%	0.0%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs LTAX

DFAC

Dimensional - US Core Equity 2

$16,976

LTAX

Nomura Tax-Free USA

[…]

MeasureDFACLTAX

Fee0.21%0.39%

Cost on $10k a year$21$39

Yield0.88%3.21%

5 years, per year+11.2%[…]

3 years, per year+23.0%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y12.2%[…]

1–1measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAC, LTAX

Today

[…]holdings […]

DFACLTAX

DFAC—[…]

LTAX[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$282most kept, LTAX

LTAX$321 − $39 = $282

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee