DFAC vs ONEY

ADFAC

BONEY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · ONEY $16,469

Lowest cost0.20%ONEY · $20 on $10k

Most income2.79%ONEY · $279 on $10k

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

Held in common11.3%DFAC and ONEY

DFAC

ONEY

Dimensional - US Core Equity 2 ETF · $89.2BState Street SPDR Russell 1000 Yield Focus ETF · $671M

+21.2%3 years · per year$17,812 · $17,132+19.7%

+10.6%5 years · per year$16,526 · $16,469+10.5%

0.21%Expense ratio$21 · $20 on $10k · lower wins0.20%

0.90%12-mo yield$90 · $279 on $10k2.79%

−8.5%Worst dropSmaller wins−9.1%

12.9%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · ONEY

0.2%EOG1.4%

0.2%TGT1.1%

0.2%KR1.1%

0.2%ALL1.9%

Held in common11.3%

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

Both

5Y2 funds

#			Trend
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	BONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M

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 ONEY

DFAC

Dimensional - US Core Equity 2

$16,526

ONEY

SPDR Russell 1000 Yield Focus

$16,469

MeasureDFACONEY

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.90%2.79%

5 years, per year+10.6%+10.5%

3 years, per year+21.2%+19.7%

Worst drop · 1Y−8.5%−9.1%

Volatility · 1Y12.9%12.8%

3–3measures won
level

11.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, ONEY

Today

11.3%most shared, DFAC and ONEY

DFACONEY

DFAC—11.3%

ONEY11.3%—

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

DFAC$90 − $21 = $69

KeptFee

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