DFAC vs SHUS

ADFAC

BSHUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SHUS $14,125

Lowest cost0.21%DFAC · $21 on $10k

Most income1.18%SHUS · $118 on $10k

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

Held in common0.0%DFAC and SHUS

DFAC

SHUS

Dimensional - US Core Equity 2 ETF · $87.6BStratified LargeCap Hedged ETF · $24M

+23.2%3 years · per year$18,682 · $15,056+14.6%

+11.7%5 years · per year$17,417 · $14,125+7.2%

0.21%Expense ratio$21 · $95 on $10k · lower wins0.95%

0.87%12-mo yield$87 · $118 on $10k1.18%

−8.5%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SHUS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BSHUS	Stratified LargeCap Hedged ETFRead Desk		0.95%	1.18%	+2.1%	+16.3%	+18.9%	+14.6%	+7.2%	−6.9%	$24M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BSHUS	Stratified LargeCap Hedged ETFRead Desk		0.95%	1.18%	+2.1%	+16.3%	+18.9%	+14.6%	+7.2%	−6.9%	$24M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SHUS

DFAC

Dimensional - US Core Equity 2

$17,417

SHUS

Stratified LargeCap Hedged

$14,125

MeasureDFACSHUS

Fee0.21%0.95%

Cost on $10k a year$21$95

Yield0.87%1.18%

5 years, per year+11.7%+7.2%

3 years, per year+23.2%+14.6%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y12.3%10.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, SHUS

Today

0.0%most shared, DFAC and SHUS

DFACSHUS

DFAC—0.0%

SHUS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SHUS$118 − $95 = $23

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee