DFAC vs PHDG5YDFACDFACAvsBPHDGPHDGDimensional - US Core Equity 2 ETF · $87.4BInvesco S&P 500 Downside Hedged ETF · $62MReturns · dividends in+21.0%3 years · per year$17,728 · $13,547+10.6%+10.9%5 years · per year$16,748 · $11,975+3.7%Cost and income0.21%Expense ratio$21 · $44 on $10k · lower wins0.44%0.87%12-mo yield$87 · $143 on $10k
Overlap: DFAC, PHDG, VTVToday64.5%most shared, DFAC and PHDGDFACPHDGVTVDFAC—64.5%37.9%PHDG64.5%—35.5%VTV37.9%35.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
DFAC vs PHDG5YADFACDimensional - US Core Equity 2$16,748vsPHDGBInvesco S&P 500 Downside Hedged$11,975$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BPHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.43%−0.7%+10.3%+9.0%+10.6%+3.7%−6.8%$62MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BPHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.43%−0.7%+10.3%+9.0%+10.6%+3.7%−6.8%$62MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: DFAC, PHDG, VTVToday64.5%most shared, DFAC and PHDGDFACPHDGVTVDFAC—64.5%37.9%PHDG64.5%—35.5%VTV37.9%35.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178PHDG$143 − $44 = $99DFAC$87 − $21 = $66KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee