DFAC vs SIZE

ADFAC

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SIZE $14,800

Lowest cost0.15%SIZE · $15 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.9%DFAC and SIZE

DFAC

SIZE

Dimensional - US Core Equity 2 ETF · $87.6BiShares MSCI USA Size Factor ETF · $434M

+23.2%3 years · per year$18,682 · $17,299+20.0%

+11.7%5 years · per year$17,417 · $14,800+8.2%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.87%12-mo yield$87 · $134 on $10k1.34%

−8.5%Worst dropSmaller wins−8.0%

12.3%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SIZE

0.4%AMGN0.2%

0.2%MPC0.3%

0.3%TRV0.2%

1.3%LLY0.2%

Held in common42.9%

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	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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 SIZE

DFAC

Dimensional - US Core Equity 2

$17,417

SIZE

iShares MSCI USA Size Factor

$14,800

MeasureDFACSIZE

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.87%1.34%

5 years, per year+11.7%+8.2%

3 years, per year+23.2%+20.0%

Worst drop · 1Y−8.5%−8.0%

Volatility · 1Y12.3%12.7%

3–3measures won
level

42.9%

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, SIZE

Today

42.9%most shared, DFAC and SIZE

DFACSIZE

DFAC—42.9%

SIZE42.9%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DFAC$87 − $21 = $66

KeptFee

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