DFAC vs NRSH

ADFAC

BNRSH

Measures won4–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common1.9%DFAC and NRSH

DFAC

NRSH

Dimensional - US Core Equity 2 ETF · $85.7BAztlan North America Nearshoring Stock Selection ETF · $29M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $76 on $10k · lower wins0.76%

0.90%12-mo yield$90 · $36 on $10k0.36%

−8.5%Worst dropSmaller wins−23.3%

12.9%VolatilityLower wins29.9%

4–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · NRSH

0.8%MU2.6%

0.1%LRCX2.4%

0.1%NTAP3.3%

0.1%CIEN2.5%

Held in common1.9%

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	BNRSH	Aztlan North America Nearshoring Stock Selection ETFRead Desk	0.76%	0.36%	+1.7%	+16.3%	+10.8%	new	new	−23.3%	$29M

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	BNRSH	Aztlan North America Nearshoring Stock Selection ETFRead Desk	0.76%	0.36%	+1.7%	+16.3%	+10.8%	new	new	−23.3%	$29M

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 NRSH

DFAC

Dimensional - US Core Equity 2

$16,525

NRSH

Aztlan North America Nearshoring Stock Selection

[…]

MeasureDFACNRSH

Fee0.21%0.76%

Cost on $10k a year$21$76

Yield0.90%0.36%

5 years, per year+10.6%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−23.3%

Volatility · 1Y12.9%29.9%

4–0measures won
DFAC first

1.9%

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, NRSH, VTV

Today

38.0%most shared, DFAC and VTV

DFACNRSHVTV

DFAC—1.9%38.0%

NRSH1.9%—3.1%

VTV38.0%3.1%—

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

DFAC$90 − $21 = $69

NRSH$36 − $76 = −$40

KeptFee

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