DFAC vs PHDG

ADFAC

BPHDG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,689DFAC · PHDG $12,110

Lowest cost0.21%DFAC · $21 on $10k

Most income1.42%PHDG · $142 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common64.7%DFAC and PHDG

Dimensional - US Core Equity 2 ETF · $87.4BInvesco S&P 500 Downside Hedged ETF · $62M

+20.5%3 years · per year$17,492 · $13,603+10.8%

+10.8%5 years · per year$16,689 · $12,110+3.9%

0.21%Expense ratio$21 · $44 on $10k · lower wins0.44%

0.88%12-mo yield$88 · $142 on $10k1.42%

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

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.4B
2	BPHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	−0.5%	+11.1%	+11.0%	+10.8%	+3.9%	−6.8%	$62M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.4B
2	BPHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	−0.5%	+11.1%	+11.0%	+10.8%	+3.9%	−6.8%	$62M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,689

PHDG

Invesco S&P 500 Downside Hedged

$12,110

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