DFAC vs SPGP

ADFAC

BSPGP

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SPGP $14,433

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common16.2%DFAC and SPGP

DFAC

SPGP

Dimensional - US Core Equity 2 ETF · $89.2BInvesco S&P 500 GARP ETF · $2.1B

+23.2%3 years · per year$18,682 · $15,298+15.2%

+11.7%5 years · per year$17,417 · $14,942+8.4%

0.21%Expense ratio$21 · $34 on $10k · lower wins0.34%

0.87%12-mo yield$87 · $75 on $10k0.75%

−8.5%Worst dropSmaller wins−11.2%

12.3%VolatilityLower wins15.6%

6–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SPGP

5.1%NVDA2.1%

1.9%META1.7%

5.0%MSFT1.3%

1.3%LLY2.2%

Held in common16.2%

End-of-day Nov 5, 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%	$89.2B
2	BSPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

End-of-day Nov 5, 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%	$89.2B
2	BSPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

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

Cards for this view

DFAC vs SPGP

DFAC

Dimensional - US Core Equity 2

$17,417

SPGP

Invesco S&P 500 GARP

$14,942

MeasureDFACSPGP

Fee0.21%0.34%

Cost on $10k a year$21$34

Yield0.87%0.75%

5 years, per year+11.7%+8.4%

3 years, per year+23.2%+15.2%

Worst drop · 1Y−8.5%−11.2%

Volatility · 1Y12.3%15.6%

6–0measures won
DFAC first

16.2%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, SPGP

Today

16.2%most shared, DFAC and SPGP

DFACSPGP

DFAC—16.2%

SPGP16.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SPGP$75 − $34 = $41

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee