DFAC vs SPGP

ADFAC

BSPGP

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SPGP $14,567

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common16.1%DFAC and SPGP

DFAC

SPGP

Dimensional - US Core Equity 2 ETF · $85.6BInvesco S&P 500 GARP ETF · $2.1B

+21.2%3 years · per year$17,787 · $14,641+13.6%

+11.0%5 years · per year$16,820 · $14,567+7.8%

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

0.88%12-mo yield$88 · $75 on $10k0.75%

−8.5%Worst dropSmaller wins−11.2%

13.1%VolatilityLower wins15.8%

6–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SPGP

4.9%NVDA2.0%

1.9%META1.7%

5.0%MSFT1.3%

1.3%LLY2.2%

Held in common16.1%

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 Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BSPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BSPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

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 SPGP

DFAC

Dimensional - US Core Equity 2

$16,820

SPGP

Invesco S&P 500 GARP

$14,567

MeasureDFACSPGP

Fee0.21%0.34%

Cost on $10k a year$21$34

Yield0.88%0.75%

5 years, per year+11.0%+7.8%

3 years, per year+21.2%+13.6%

Worst drop · 1Y−8.5%−11.2%

Volatility · 1Y13.1%15.8%

6–0measures won
DFAC first

16.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, SPGP, IJH

Today

16.1%most shared, DFAC and SPGP

DFACSPGPIJH

DFAC—16.1%11.4%

SPGP16.1%—0.0%

IJH11.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

SPGP$75 − $34 = $41

KeptFee

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