DFAC vs SIMS

ADFAC

BSIMS

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SIMS $10,482

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common1.7%DFAC and SIMS

DFAC

SIMS

Dimensional - US Core Equity 2 ETF · $87.6BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

+23.2%3 years · per year$18,682 · $16,498+18.2%

+11.7%5 years · per year$17,417 · $10,482+0.9%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.87%12-mo yield$87 · $55 on $10k0.55%

−8.5%Worst dropSmaller wins−15.6%

12.3%VolatilityLower wins23.0%

6–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SIMS

0.3%TSLA2.7%

0.1%JCI2.8%

0.1%TEL1.7%

0.1%AME1.7%

Held in common1.7%

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	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

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	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

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 SIMS

DFAC

Dimensional - US Core Equity 2

$17,417

SIMS

SPDR S&P Kensho Intelligent Structures

$10,482

MeasureDFACSIMS

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.87%0.55%

5 years, per year+11.7%+0.9%

3 years, per year+23.2%+18.2%

Worst drop · 1Y−8.5%−15.6%

Volatility · 1Y12.3%23.0%

6–0measures won
DFAC first

1.7%

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, SIMS

Today

1.7%most shared, DFAC and SIMS

DFACSIMS

DFAC—1.7%

SIMS1.7%—

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

SIMS$55 − $45 = $10

KeptFee

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