DFAC vs SSPY

ADFAC

BSSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SSPY $16,025

Lowest cost0.21%DFAC · $21 on $10k

Most income1.16%SSPY · $116 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common42.6%DFAC and SSPY

DFAC

SSPY

Dimensional - US Core Equity 2 ETF · $89.2BStratified LargeCap Index ETF · $132M

+23.2%3 years · per year$18,682 · $17,110+19.6%

+11.7%5 years · per year$17,417 · $16,025+9.9%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.87%12-mo yield$87 · $116 on $10k1.16%

−8.5%Worst dropSmaller wins−7.3%

12.3%VolatilityLower wins10.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SSPY

4.8%MSFT1.1%

0.8%BRK-B0.6%

0.5%WMT0.9%

0.9%XOM0.5%

Held in common42.6%

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	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
2	BSSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$132M

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	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
2	BSSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$132M

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 SSPY

DFAC

Dimensional - US Core Equity 2

$17,417

SSPY

Stratified LargeCap Index

$16,025

MeasureDFACSSPY

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.87%1.16%

5 years, per year+11.7%+9.9%

3 years, per year+23.2%+19.6%

Worst drop · 1Y−8.5%−7.3%

Volatility · 1Y12.3%10.9%

3–3measures won
level

42.6%

holdings shared

Nov 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 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 4, 2026

Overlap: DFAC, SSPY

Today

42.6%most shared, DFAC and SSPY

DFACSSPY

DFAC—42.6%

SSPY42.6%—

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

Income After Fees on $10,000

$71most kept, SSPY

SSPY$116 − $45 = $71

DFAC$87 − $21 = $66

KeptFee

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