DFAC vs SCHD

ADFAC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SCHD $16,459

Lowest cost0.03%VO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.2%DFAC and SCHD

DFAC

SCHD

Dimensional - US Core Equity 2 ETF · $87.7BSchwab U.S. Dividend Equity ETF · $122B

+21.2%3 years · per year$17,787 · $17,123+19.6%

+11.0%5 years · per year$16,820 · $16,459+10.5%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.88%12-mo yield$88 · $296 on $10k2.96%

−8.5%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SCHD

0.7%CVX4.0%

0.6%PG4.4%

0.5%KO4.3%

0.4%MRK3.8%

Held in common9.2%

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%	$87.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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%	$87.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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 SCHD

DFAC

Dimensional - US Core Equity 2

$16,820

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDFACSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.88%2.96%

5 years, per year+11.0%+10.5%

3 years, per year+21.2%+19.6%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y13.1%11.8%

4–2measures won
SCHD first

9.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, SCHD, VO

Today

19.6%most shared, DFAC and VO

DFACSCHDVO

DFAC—9.2%19.6%

SCHD9.2%—6.9%

VO19.6%6.9%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

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