DFAC vs SIMS

ADFAC

BSIMS

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 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 · $87.7BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

+21.2%3 years · per year$17,787 · $15,265+15.1%

+11.0%5 years · per year$16,820 · $9,746−0.5%

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

0.88%12-mo yield$88 · $56 on $10k0.56%

−8.5%Worst dropSmaller wins−13.3%

13.1%VolatilityLower wins22.7%

6–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SIMS

0.2%TSLA2.5%

0.1%JCI2.6%

0.1%TEL1.6%

0.1%HON0.8%

Held in common1.7%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

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 SIMS

DFAC

Dimensional - US Core Equity 2

$16,820

SIMS

SPDR S&P Kensho Intelligent Structures

$9,746

MeasureDFACSIMS

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.88%0.56%

5 years, per year+11.0%−0.5%

3 years, per year+21.2%+15.1%

Worst drop · 1Y−8.5%−13.3%

Volatility · 1Y13.1%22.7%

6–0measures won
DFAC first

1.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

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

Overlap: DFAC, SIMS, VUG, VTV

Today

37.8%most shared, DFAC and VTV

DFACSIMSVUGVTV

DFAC—1.7%35.8%37.8%

SIMS1.7%—2.7%1.8%

VUG35.8%2.7%—1.9%

VTV37.8%1.8%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SIMS$56 − $45 = $11

KeptFee

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