DFAC vs PRFZ

ADFAC

BPRFZ

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · PRFZ $14,468

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common9.8%DFAC and PRFZ

DFAC

PRFZ

Dimensional - US Core Equity 2 ETF · $89.2BInvesco RAFI US 1500 Small-Mid ETF · $2.7B

+21.2%3 years · per year$17,812 · $17,342+20.1%

+10.6%5 years · per year$16,526 · $14,468+7.7%

0.21%Expense ratio$21 · $36 on $10k · lower wins0.36%

0.90%12-mo yield$90 · $86 on $10k0.86%

−8.5%Worst dropSmaller wins−10.4%

12.9%VolatilityLower wins17.4%

6–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · PRFZ

0.1%SN0.5%

0.1%ATI0.3%

0.1%ROIV0.3%

0.1%RVMD0.3%

Held in common9.8%

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	BPRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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	BPRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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 PRFZ

DFAC

Dimensional - US Core Equity 2

$16,526

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,468

MeasureDFACPRFZ

Fee0.21%0.36%

Cost on $10k a year$21$36

Yield0.90%0.86%

5 years, per year+10.6%+7.7%

3 years, per year+21.2%+20.1%

Worst drop · 1Y−8.5%−10.4%

Volatility · 1Y12.9%17.4%

5–0measures won
DFAC first

9.8%

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, PRFZ

Today

9.8%most shared, DFAC and PRFZ

DFACPRFZ

DFAC—9.8%

PRFZ9.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

PRFZ$86 − $36 = $50

KeptFee

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