DFAC vs SPY

ADFAC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DFAC $17,417

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common68.9%DFAC and SPY

DFAC

SPY

Dimensional - US Core Equity 2 ETF · $87.6BState Street SPDR S&P 500 ETF · $798B

+23.2%3 years · per year$18,682 · $19,132+24.1%

+11.7%5 years · per year$17,417 · $18,060+12.6%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

0.87%12-mo yield$87 · $99 on $10k0.99%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SPY

5.6%AAPL7.4%

5.3%NVDA7.7%

4.8%MSFT5.9%

2.6%AMZN3.8%

Held in common68.9%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SPY

DFAC

Dimensional - US Core Equity 2

$17,417

SPY

SPDR S&P 500

$18,060

MeasureDFACSPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.87%0.99%

5 years, per year+11.7%+12.6%

3 years, per year+23.2%+24.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%12.9%

4–2measures won
SPY first

68.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, SPY

Today

68.9%most shared, DFAC and SPY

DFACSPY

DFAC—68.9%

SPY68.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee