DFAC vs SMMD

ADFAC

BSMMD

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common22.3%DFAC and SMMD

DFAC

SMMD

Dimensional - US Core Equity 2 ETF · $87.7BiShares Russell 2500 ETF · $4.3B

+21.2%3 years · per year$17,787 · $17,338+20.1%

+11.0%5 years · per year$16,820 · $13,719+6.5%

0.21%Expense ratio$21 · $23 on $10k · lower wins0.23%

0.88%12-mo yield$88 · $113 on $10k1.13%

−8.5%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins17.2%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SMMD

0.1%USFD0.3%

0.1%SN0.3%

0.1%THC0.3%

0.1%ATI0.3%

Held in common22.3%

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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B

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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B

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 SMMD

DFAC

Dimensional - US Core Equity 2

$16,820

SMMD

iShares Russell 2500

$13,719

MeasureDFACSMMD

Fee0.21%0.23%

Cost on $10k a year$21$23

Yield0.88%1.13%

5 years, per year+11.0%+6.5%

3 years, per year+21.2%+20.1%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.1%17.2%

5–1measures won
DFAC first

22.3%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, SMMD, VTV, VO

Today

37.8%most shared, DFAC and VTV

DFACSMMDVTVVO

DFAC—22.3%37.8%19.6%

SMMD22.3%—0.1%0.4%

VTV37.8%0.1%—28.5%

VO19.6%0.4%28.5%—

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

VO$135 − $3 = $132

SMMD$113 − $23 = $90

DFAC$88 − $21 = $67

KeptFee

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