DFAC vs SPTM

ADFAC

BSPTM

Measures won2–4SPTM wins · of 6 · 5Y

$10,000 · 5Y$16,906SPTM · DFAC $16,525

Lowest cost0.03%SPTM · $3 on $10k

Most income1.10%SPTM · $110 on $10k

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

Held in common74.3%DFAC and SPTM

DFAC

SPTM

Dimensional - US Core Equity 2 ETF · $85.6BState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.2B

+21.0%3 years · per year$17,722 · $17,907+21.4%

+10.6%5 years · per year$16,525 · $16,906+11.1%

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

0.90%12-mo yield$90 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins13.5%

2–4SPTM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SPTM

5.9%AAPL7.3%

5.0%MSFT5.8%

4.8%NVDA6.4%

2.7%AMZN3.7%

Held in common74.3%

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

All Four

5Y4 funds

#
1	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B
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%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Four

5Y4 funds

#
1	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B
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%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 SPTM

DFAC

Dimensional - US Core Equity 2

$16,525

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$16,906

MeasureDFACSPTM

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%1.10%

5 years, per year+10.6%+11.1%

3 years, per year+21.0%+21.4%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%13.5%

4–2measures won
SPTM first

74.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAC, SPTM, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACSPTMIWFVUG

DFAC—74.3%40.2%35.7%

SPTM74.3%—52.8%50.7%

IWF40.2%52.8%—78.0%

VUG35.7%50.7%78.0%—

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

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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