DFAC vs TILT

ADFAC

BTILT

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · TILT $16,273

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common73.6%DFAC and TILT

DFAC

TILT

Dimensional - US Core Equity 2 ETF · $85.6BNorthern Trust Morningstar US Market Factor Tilt ETF · $2.1B

+21.0%3 years · per year$17,722 · $17,818+21.2%

+10.6%5 years · per year$16,525 · $16,273+10.2%

0.21%Expense ratio$21 · $26 on $10k · lower wins0.26%

0.90%12-mo yield$90 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins13.0%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · TILT

5.9%AAPL5.3%

4.8%NVDA4.4%

5.0%MSFT4.2%

2.7%AMZN2.7%

Held in common73.6%

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 Three

5Y3 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	BTILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BTILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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 TILT

DFAC

Dimensional - US Core Equity 2

$16,525

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

MeasureDFACTILT

Fee0.21%0.26%

Cost on $10k a year$21$26

Yield0.90%1.10%

5 years, per year+10.6%+10.2%

3 years, per year+21.0%+21.2%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y12.9%13.0%

3–2measures won
DFAC first

73.6%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, TILT, IJH

Today

73.6%most shared, DFAC and TILT

DFACTILTIJH

DFAC—73.6%11.4%

TILT73.6%—12.3%

IJH11.4%12.3%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

TILT$110 − $26 = $84

DFAC$90 − $21 = $69

KeptFee

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