DFAC vs SMRI

ADFAC

BSMRI

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.44%SMRI · $144 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common7.7%DFAC and SMRI

DFAC

SMRI

Dimensional - US Core Equity 2 ETF · $85.7BBushido Capital US Equity ETF · $701M

+21.0%3 years · per year$17,722 · $20,248+26.5%

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $71 on $10k · lower wins0.71%

0.90%12-mo yield$90 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins15.2%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMRI

1.3%LLY2.3%

0.9%XOM2.0%

0.8%MU1.2%

0.4%COP2.1%

Held in common7.7%

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%	$85.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

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%	$85.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

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 SMRI

DFAC

Dimensional - US Core Equity 2

$16,525

SMRI

Bushido Capital US Equity

[…]

MeasureDFACSMRI

Fee0.21%0.71%

Cost on $10k a year$21$71

Yield0.90%1.44%

5 years, per year+10.6%[…]

3 years, per year+21.0%+26.5%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%15.2%

3–2measures won
DFAC first

7.7%

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, SMRI, VO

Today

19.7%most shared, DFAC and VO

DFACSMRIVO

DFAC—7.7%19.7%

SMRI7.7%—7.2%

VO19.7%7.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMRI$144 − $71 = $73

DFAC$90 − $21 = $69

KeptFee

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