DFAC vs SIMS

ADFAC

BSIMS

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.7%DFAC and SIMS

DFAC

SIMS

Dimensional - US Core Equity 2 ETF · $89.2BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

+21.2%3 years · per year$17,812 · $15,721+16.3%

+10.6%5 years · per year$16,526 · $9,801−0.4%

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 wins23.0%

6–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SIMS

0.2%TSLA2.6%

0.1%JCI2.6%

0.1%TEL1.7%

0.1%HON0.8%

Held in common1.7%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	−4.1%	+4.8%	−3.9%	+16.3%	−0.4%	−14.7%	$8M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.57%	−4.1%	+4.8%	−3.9%	+16.3%	−0.4%	−14.7%	$8M

End-of-day Nov 5, 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

$16,526

SIMS

SPDR S&P Kensho Intelligent Structures

$9,801

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+21.2%+16.3%

Worst drop · 1Y−8.5%−14.7%

Volatility · 1Y12.9%23.0%

6–0measures won
DFAC first

1.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, SIMS, VTV

Today

37.7%most shared, DFAC and VTV

DFACSIMSVTV

DFAC—1.7%37.7%

SIMS1.7%—1.8%

VTV37.7%1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee