DFAC vs SAMM5YDFACDFACAvsBSAMMSAMMDimensional - US Core Equity 2 ETF · $87.7BStrategas Macro Momentum ETF · $40MReturns · dividends in+20.5%3 years · per year$17,492 · […][…]+10.8%5 years · per year$16,689 · […][…]Cost and income0.21%Expense ratio$21 · $107 on $10k · lower wins1.07%0.88%12-mo yield$88 · $101 on $10k1.01%
Overlap: DFAC, SAMM, IJHToday11.5%most shared, DFAC and IJHDFACSAMMIJHDFAC—4.7%11.5%SAMM4.7%—3.1%IJH11.5%3.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAC vs SAMM5YADFACDimensional - US Core Equity 2$16,689vsSAMMBStrategas Macro Momentum[…]MeasureDFACSAMMFee0.21%1.07%Cost on $10k a year$21$107Yield0.88%1.01%5 years, per year+10.8%[…]3 years, per year+20.5%[…]Worst drop · 1Y−8.5%−17.9%Volatility · 1Y13.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: DFAC, SAMM, IJHToday11.5%most shared, DFAC and IJHDFACSAMMIJHDFAC—4.7%11.5%SAMM4.7%—3.1%IJH11.5%3.1%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAC$88 − $21 = $67SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee