DFAC vs SPYM

ADFAC

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · DFAC $16,976

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common68.5%DFAC and SPYM

DFAC

SPYM

Dimensional - US Core Equity 2 ETF · $87.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+23.0%3 years · per year$18,595 · $19,092+24.1%

+11.2%5 years · per year$16,976 · $17,749+12.2%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

0.88%12-mo yield$88 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SPYM

5.7%AAPL7.7%

5.2%NVDA7.8%

4.7%MSFT5.9%

2.5%AMZN3.6%

Held in common68.5%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Cards for this view

DFAC vs SPYM

DFAC

Dimensional - US Core Equity 2

$16,976

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureDFACSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield0.88%1.03%

5 years, per year+11.2%+12.2%

3 years, per year+23.0%+24.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.2%12.7%

4–2measures won
SPYM first

68.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAC, SPYM

Today

68.5%most shared, DFAC and SPYM

DFACSPYM

DFAC—68.5%

SPYM68.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee