DFAC vs QUS

ADFAC

BQUS

Measures won2–4QUS wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · QUS $16,500

Lowest cost0.15%QUS · $15 on $10k

Most income1.25%QUS · $125 on $10k

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

Held in common55.3%DFAC and QUS

DFAC

QUS

Dimensional - US Core Equity 2 ETF · $85.6BState Street SPDR MSCI USA StrategicFactors ETF · $1.6B

+21.0%3 years · per year$17,722 · $16,913+19.1%

+10.6%5 years · per year$16,525 · $16,500+10.5%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $125 on $10k1.25%

−8.5%Worst dropSmaller wins−6.8%

12.9%VolatilityLower wins9.8%

2–4QUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · QUS

5.0%MSFT3.9%

5.9%AAPL3.3%

4.8%NVDA2.3%

1.9%META2.2%

Held in common55.3%

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B

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 QUS

DFAC

Dimensional - US Core Equity 2

$16,525

QUS

SPDR MSCI USA StrategicFactors

$16,500

MeasureDFACQUS

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.90%1.25%

5 years, per year+10.6%+10.5%

3 years, per year+21.0%+19.1%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y12.9%9.8%

4–2measures won
QUS first

55.3%

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, QUS

Today

55.3%most shared, DFAC and QUS

DFACQUS

DFAC—55.3%

QUS55.3%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

DFAC$90 − $21 = $69

KeptFee

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