DFAC vs SCHB

ADFAC

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common74.8%DFAC and SCHB

DFAC

SCHB

Dimensional - US Core Equity 2 ETF · $85.6BSchwab U.S. Broad Market ETF · $43.2B

+21.2%3 years · per year$17,787 · $18,080+21.8%

+11.0%5 years · per year$16,820 · $16,705+10.8%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SCHB

5.9%AAPL7.0%

5.0%MSFT5.5%

4.9%NVDA6.3%

2.7%AMZN3.6%

Held in common74.8%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SCHB

DFAC

Dimensional - US Core Equity 2

$16,820

SCHB

Schwab U.S. Broad Market

$16,705

MeasureDFACSCHB

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%1.06%

5 years, per year+11.0%+10.8%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.1%14.0%

3–3measures won
level

74.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, SCHB, IJH

Today

74.8%most shared, DFAC and SCHB

DFACSCHBIJH

DFAC—74.8%11.4%

SCHB74.8%—4.7%

IJH11.4%4.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$106 − $3 = $103

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee