DFAC vs RAFE

ADFAC

BRAFE

Measures won1–5RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,275RAFE · DFAC $16,525

Lowest cost0.21%DFAC · $21 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common42.0%DFAC and RAFE

DFAC

RAFE

Dimensional - US Core Equity 2 ETF · $85.6BPIMCO RAFI ESG U.S. ETF · $180M

+21.0%3 years · per year$17,722 · $18,449+22.6%

+10.6%5 years · per year$16,525 · $17,275+11.6%

0.21%Expense ratio$21 · $29 on $10k · lower wins0.29%

0.90%12-mo yield$90 · $147 on $10k1.47%

−8.5%Worst dropSmaller wins−7.5%

12.9%VolatilityLower wins12.0%

1–5RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · RAFE

5.9%AAPL5.5%

5.0%MSFT5.4%

4.8%NVDA1.2%

1.2%JPM2.4%

Held in common42.0%

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

Both

5Y2 funds

#			Trend
1	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$180M
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%	$85.6B

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	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$180M
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%	$85.6B

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 RAFE

DFAC

Dimensional - US Core Equity 2

$16,525

RAFE

PIMCO RAFI ESG U.S.

$17,275

MeasureDFACRAFE

Fee0.21%0.29%

Cost on $10k a year$21$29

Yield0.90%1.47%

5 years, per year+10.6%+11.6%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−8.5%−7.5%

Volatility · 1Y12.9%12.0%

5–1measures won
RAFE first

42.0%

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, RAFE

Today

42.0%most shared, DFAC and RAFE

DFACRAFE

DFAC—42.0%

RAFE42.0%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

DFAC$90 − $21 = $69

KeptFee

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