DFAC vs SVAL

ADFAC

BSVAL

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VO · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.8%DFAC and SVAL

DFAC

SVAL

Dimensional - US Core Equity 2 ETF · $85.7BiShares US Small Cap Value Factor ETF · $159M

+21.0%3 years · per year$17,722 · $17,331+20.1%

+10.6%5 years · per year$16,525 · $14,844+8.2%

0.21%Expense ratio$21 · $20 on $10k · lower wins0.20%

0.90%12-mo yield$90 · $225 on $10k2.25%

−8.5%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins15.4%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SVAL

0.0%ANF0.7%

0.0%MATX0.5%

0.0%CNX0.4%

0.0%ASB0.4%

Held in common1.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
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 SVAL

DFAC

Dimensional - US Core Equity 2

$16,525

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureDFACSVAL

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.90%2.25%

5 years, per year+10.6%+8.2%

3 years, per year+21.0%+20.1%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.9%15.4%

4–2measures won
DFAC first

1.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, SVAL, VO, VTV

Today

38.0%most shared, DFAC and VTV

DFACSVALVOVTV

DFAC—1.8%19.7%38.0%

SVAL1.8%—0.0%0.0%

VO19.7%0.0%—28.5%

VTV38.0%0.0%28.5%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VTV$187 − $3 = $184

VO$139 − $3 = $136

DFAC$90 − $21 = $69

KeptFee

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