DFAC vs STAX

ADFAC

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]DFAC and STAX

DFAC

STAX

Dimensional - US Core Equity 2 ETF · $87.6BNomura Tax-Free USA Short Term ETF · $11M

+23.2%3 years · per year$18,682 · […][…]

+11.7%5 years · per year$17,417 · […][…]

0.21%Expense ratio$21 · $29 on $10k · lower wins0.29%

0.87%12-mo yield$87 · $320 on $10k3.20%

−8.5%Worst dropSmaller wins−2.7%

12.3%VolatilityLower wins1.8%

1–3STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · STAX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$87.6B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

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%	$87.6B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

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 STAX

DFAC

Dimensional - US Core Equity 2

$17,417

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureDFACSTAX

Fee0.21%0.29%

Cost on $10k a year$21$29

Yield0.87%3.20%

5 years, per year+11.7%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−8.5%−2.7%

Volatility · 1Y12.3%1.8%

3–1measures won
STAX first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, STAX

Today

[…]holdings […]

DFACSTAX

DFAC—[…]

STAX[…]—

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DFAC$87 − $21 = $66

KeptFee

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