DFAC vs TACU

ADFAC

BTACU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.14%TACU · $14 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common28.5%DFAC and TACU

DFAC

TACU

Dimensional - US Core Equity 2 ETF · $87.6BT. Rowe Price Active Core U.S. Equity ETF · $17M

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

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

0.21%Expense ratio$21 · $14 on $10k · lower wins0.14%

0.87%12-mo yield$87 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins[…]

12.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · TACU

1.4%GOOGL2.8%

1.2%AVGO2.2%

0.8%BRK-B1.2%

0.5%CSCO0.6%

Held in common28.5%

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	BTACU	T. Rowe Price Active Core U.S. Equity ETFRead Desk		0.14%	0.00%	+1.4%	+12.8%	new	new	new	[…]	$17M

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	BTACU	T. Rowe Price Active Core U.S. Equity ETFRead Desk		0.14%	0.00%	+1.4%	+12.8%	new	new	new	[…]	$17M

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 TACU

DFAC

Dimensional - US Core Equity 2

$17,417

TACU

T. Rowe Price Active Core U.S. Equity

[…]

MeasureDFACTACU

Fee0.21%0.14%

Cost on $10k a year$21$14

Yield0.87%0.00%

5 years, per year+11.7%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y12.3%[…]

1–1measures won
level

28.5%

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%

$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, TACU

Today

28.5%most shared, DFAC and TACU

DFACTACU

DFAC—28.5%

TACU28.5%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

TACU$0 − $14 = −$14

KeptFee

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