DFAC vs PRF

ADFAC

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.30%PRF · $130 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common65.5%DFAC and PRF

DFAC

PRF

Dimensional - US Core Equity 2 ETF · $87.6BInvesco RAFI US 1000 ETF · $10.1B

+23.2%3 years · per year$18,682 · $19,531+25.0%

+11.7%5 years · per year$17,417 · $18,909+13.6%

0.21%Expense ratio$21 · $34 on $10k · lower wins0.34%

0.87%12-mo yield$87 · $130 on $10k1.30%

−8.5%Worst dropSmaller wins−6.6%

12.3%VolatilityLower wins10.5%

1–5PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · PRF

5.6%AAPL4.6%

4.8%MSFT3.2%

2.6%AMZN2.3%

1.9%META1.8%

Held in common65.5%

End-of-day Nov 4, 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	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs PRF

DFAC

Dimensional - US Core Equity 2

$17,417

PRF

Invesco RAFI US 1000

$18,909

MeasureDFACPRF

Fee0.21%0.34%

Cost on $10k a year$21$34

Yield0.87%1.30%

5 years, per year+11.7%+13.6%

3 years, per year+23.2%+25.0%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.3%10.5%

5–1measures won
PRF first

65.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, PRF

Today

65.5%most shared, DFAC and PRF

DFACPRF

DFAC—65.5%

PRF65.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, PRF

PRF$130 − $34 = $96

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee