DFAC vs SSPY

ADFAC

BSSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SSPY $15,465

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 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 · $85.7BStratified LargeCap Index ETF · $135M

+21.2%3 years · per year$17,812 · $16,547+18.3%

+10.6%5 years · per year$16,526 · $15,465+9.1%

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

0.90%12-mo yield$90 · $119 on $10k1.19%

−8.5%Worst dropSmaller wins−7.3%

12.9%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SSPY

5.0%MSFT1.1%

0.8%BRK-B0.6%

0.6%WMT0.9%

5.8%AAPL0.5%

Held in common42.6%

End-of-day Nov 5, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BSSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BSSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 5, 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

$16,526

SSPY

Stratified LargeCap Index

$15,465

MeasureDFACSSPY

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%1.19%

5 years, per year+10.6%+9.1%

3 years, per year+21.2%+18.3%

Worst drop · 1Y−8.5%−7.3%

Volatility · 1Y12.9%11.2%

3–3measures won
level

42.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, SSPY, IJH

Today

42.6%most shared, DFAC and SSPY

DFACSSPYIJH

DFAC—42.6%11.4%

SSPY42.6%—0.0%

IJH11.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SSPY$119 − $45 = $74

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee