DFAC vs SMRI

ADFAC

BSMRI

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAC $17,417

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common8.0%DFAC and SMRI

DFAC

SMRI

Dimensional - US Core Equity 2 ETF · $89.2BBushido Capital US Equity ETF · $716M

+23.2%3 years · per year$18,682 · $20,954+28.0%

+11.7%5 years · per year$17,417 · […][…]

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

0.87%12-mo yield$87 · $140 on $10k1.40%

−8.5%Worst dropSmaller wins−8.7%

12.3%VolatilityLower wins15.1%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMRI

1.3%LLY2.3%

1.1%MU1.5%

0.9%XOM2.2%

0.4%COP2.2%

Held in common8.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.40%	+1.8%	+33.5%	+38.8%	+28.0%	new	−8.7%	$716M

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 SMRI

DFAC

Dimensional - US Core Equity 2

$17,417

SMRI

Bushido Capital US Equity

[…]

MeasureDFACSMRI

Fee0.21%0.71%

Cost on $10k a year$21$71

Yield0.87%1.40%

5 years, per year+11.7%[…]

3 years, per year+23.2%+28.0%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.3%15.1%

3–2measures won
DFAC first

8.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, SMRI, VTV

Today

37.7%most shared, DFAC and VTV

DFACSMRIVTV

DFAC—8.0%37.7%

SMRI8.0%—10.8%

VTV37.7%10.8%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMRI$140 − $71 = $69

DFAC$87 − $21 = $66

KeptFee

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