DFAC vs SPHB

ADFAC

BSPHB

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,957SPHB · DFAC $16,525

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common14.9%DFAC and SPHB

DFAC

SPHB

Dimensional - US Core Equity 2 ETF · $85.7BInvesco S&P 500 High Beta ETF · $816M

+21.0%3 years · per year$17,722 · $20,434+26.9%

+10.6%5 years · per year$16,525 · $16,957+11.1%

0.21%Expense ratio$21 · $25 on $10k · lower wins0.25%

0.90%12-mo yield$90 · $59 on $10k0.59%

−8.5%Worst dropSmaller wins−20.2%

12.9%VolatilityLower wins29.7%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SPHB

4.8%NVDA1.0%

1.1%AVGO0.9%

2.7%AMZN0.9%

1.9%META0.9%

Held in common14.9%

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

Both

5Y2 funds

#			Trend
1	BSPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	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

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 SPHB

DFAC

Dimensional - US Core Equity 2

$16,525

SPHB

Invesco S&P 500 High Beta

$16,958

MeasureDFACSPHB

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.90%0.59%

5 years, per year+10.6%+11.1%

3 years, per year+21.0%+26.9%

Worst drop · 1Y−8.5%−20.2%

Volatility · 1Y12.9%29.7%

4–2measures won
DFAC first

14.9%

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, SPHB

Today

14.9%most shared, DFAC and SPHB

DFACSPHB

DFAC—14.9%

SPHB14.9%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SPHB$59 − $25 = $34

KeptFee

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