DFAC vs SIMS

ADFAC

BSIMS

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 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 · $85.6BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

+21.0%3 years · per year$17,722 · $15,677+16.2%

+10.6%5 years · per year$16,525 · $9,809−0.4%

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

0.90%12-mo yield$90 · $57 on $10k0.57%

−8.5%Worst dropSmaller wins−14.7%

12.9%VolatilityLower wins22.9%

6–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SIMS

0.2%TSLA2.4%

0.1%JCI2.5%

0.1%TEL1.6%

0.1%HON0.8%

Held in common1.7%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 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

$16,525

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

MeasureDFACSIMS

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%0.57%

5 years, per year+10.6%−0.4%

3 years, per year+21.0%+16.2%

Worst drop · 1Y−8.5%−14.7%

Volatility · 1Y12.9%22.9%

6–0measures won
DFAC first

1.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, SIMS, IJH

Today

11.4%most shared, DFAC and IJH

DFACSIMSIJH

DFAC—1.7%11.4%

SIMS1.7%—1.9%

IJH11.4%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee