DFAC vs SPYM

ADFAC

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common69.0%DFAC and SPYM

DFAC

SPYM

Dimensional - US Core Equity 2 ETF · $85.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.0%3 years · per year$17,722 · $18,082+21.8%

+10.6%5 years · per year$16,525 · $17,192+11.4%

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

0.90%12-mo yield$90 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SPYM

5.9%AAPL7.9%

5.0%MSFT6.3%

4.8%NVDA6.9%

2.7%AMZN4.0%

Held in common69.0%

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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 SPYM

DFAC

Dimensional - US Core Equity 2

$16,525

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFACSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield0.90%1.05%

5 years, per year+10.6%+11.4%

3 years, per year+21.0%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.9%13.6%

4–2measures won
SPYM first

69.0%

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

Overlap: DFAC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DFACSPYMSPY

DFAC—69.0%69.0%

SPYM69.0%—99.9%

SPY69.0%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

DFAC$90 − $21 = $69

KeptFee

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