DFAC vs PRF

ADFAC

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · DFAC $16,525

Lowest cost0.05%IJH · $5 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common66.0%DFAC and PRF

DFAC

PRF

Dimensional - US Core Equity 2 ETF · $85.7BInvesco RAFI US 1000 ETF · $10.3B

+21.0%3 years · per year$17,722 · $18,620+23.0%

+10.6%5 years · per year$16,525 · $18,118+12.6%

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

0.90%12-mo yield$90 · $134 on $10k1.34%

−8.5%Worst dropSmaller wins−6.6%

12.9%VolatilityLower wins10.9%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · PRF

5.9%AAPL4.8%

5.0%MSFT3.3%

2.7%AMZN2.4%

1.9%META1.7%

Held in common66.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 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

$16,525

PRF

Invesco RAFI US 1000

$18,118

MeasureDFACPRF

Fee0.21%0.34%

Cost on $10k a year$21$34

Yield0.90%1.34%

5 years, per year+10.6%+12.6%

3 years, per year+21.0%+23.0%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.9%10.9%

5–1measures won
PRF first

66.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, PRF, IJH

Today

66.0%most shared, DFAC and PRF

DFACPRFIJH

DFAC—66.0%11.4%

PRF66.0%—6.8%

IJH11.4%6.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee