DFAC vs OMFS

ADFAC

BOMFS

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common7.4%DFAC and OMFS

DFAC

OMFS

Dimensional - US Core Equity 2 ETF · $87.7BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+21.2%3 years · per year$17,787 · $15,881+16.7%

+11.0%5 years · per year$16,820 · $12,638+4.8%

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

0.88%12-mo yield$88 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins17.0%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · OMFS

0.1%BTSG0.2%

0.0%IDCC0.6%

0.0%UMBF0.4%

0.0%URBN0.3%

Held in common7.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs OMFS

DFAC

Dimensional - US Core Equity 2

$16,820

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,638

MeasureDFACOMFS

Fee0.21%0.39%

Cost on $10k a year$21$39

Yield0.88%1.27%

5 years, per year+11.0%+4.8%

3 years, per year+21.2%+16.7%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y13.1%17.0%

5–1measures won
DFAC first

7.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, OMFS, VO, IJH

Today

19.6%most shared, DFAC and VO

DFACOMFSVOIJH

DFAC—7.4%19.6%11.4%

OMFS7.4%—0.0%7.6%

VO19.6%0.0%—0.2%

IJH11.4%7.6%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

OMFS$127 − $39 = $88

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee