DFAC vs SSPY

ADFAC

BSSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 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 · $85.6BStratified LargeCap Index ETF · $132M

+21.0%3 years · per year$17,722 · $16,408+17.9%

+10.6%5 years · per year$16,525 · $15,392+9.0%

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

0.90%12-mo yield$90 · $120 on $10k1.20%

−8.5%Worst dropSmaller wins−7.3%

12.9%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SSPY

5.0%MSFT1.1%

0.9%BRK-B0.6%

0.6%WMT0.9%

5.9%AAPL0.5%

Held in common42.6%

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 Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$132M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$132M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 SSPY

DFAC

Dimensional - US Core Equity 2

$16,525

SSPY

Stratified LargeCap Index

$15,392

MeasureDFACSSPY

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%1.20%

5 years, per year+10.6%+9.0%

3 years, per year+21.0%+17.9%

Worst drop · 1Y−8.5%−7.3%

Volatility · 1Y12.9%11.2%

3–3measures won
level

42.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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, SSPY, VUG, VO

Today

42.6%most shared, DFAC and SSPY

DFACSSPYVUGVO

DFAC—42.6%35.7%19.7%

SSPY42.6%—16.1%37.8%

VUG35.7%16.1%—10.2%

VO19.7%37.8%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SSPY$120 − $45 = $75

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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