DFAC vs SPTM

ADFAC

BSPTM

Measures won2–4SPTM wins · of 6 · 5Y

$10,000 · 5Y$16,878SPTM · DFAC $16,526

Lowest cost0.03%SPTM · $3 on $10k

Most income1.06%SPTM · $106 on $10k

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

Held in common74.4%DFAC and SPTM

DFAC

SPTM

Dimensional - US Core Equity 2 ETF · $89.2BState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B

+23.2%3 years · per year$18,682 · $18,972+23.8%

+11.7%5 years · per year$17,417 · $17,822+12.3%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.7%

12.3%VolatilityLower wins12.8%

2–4SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SPTM

5.8%AAPL7.1%

5.1%NVDA6.8%

5.0%MSFT5.8%

2.7%AMZN3.6%

Held in common74.4%

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	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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

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	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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

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 SPTM

DFAC

Dimensional - US Core Equity 2

$17,417

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

MeasureDFACSPTM

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.87%1.06%

5 years, per year+11.7%+12.3%

3 years, per year+23.2%+23.8%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.3%12.8%

4–2measures won
SPTM first

74.4%

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, SPTM

Today

74.4%most shared, DFAC and SPTM

DFACSPTM

DFAC—74.4%

SPTM74.4%—

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

DFAC$87 − $21 = $66

KeptFee

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