DFAC vs TMAT

ADFAC

BTMAT

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · TMAT $10,938

Lowest cost0.21%DFAC · $21 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common4.4%DFAC and TMAT

DFAC

TMAT

Dimensional - US Core Equity 2 ETF · $85.6BMain Thematic Innovation ETF · $218M

+21.2%3 years · per year$17,787 · $19,632+25.2%

+11.0%5 years · per year$16,820 · $10,938+1.8%

0.21%Expense ratio$21 · $79 on $10k · lower wins0.79%

0.88%12-mo yield$88 · $2 on $10k0.02%

−8.5%Worst dropSmaller wins−23.4%

13.1%VolatilityLower wins30.9%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · TMAT

0.9%MU4.0%

0.3%WDC0.7%

0.2%AMD2.2%

0.1%FTNT2.2%

Held in common4.4%

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BTMAT	Main Thematic Innovation ETFRead Desk		0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BTMAT	Main Thematic Innovation ETFRead Desk		0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs TMAT

DFAC

Dimensional - US Core Equity 2

$16,820

TMAT

Main Thematic Innovation

$10,938

MeasureDFACTMAT

Fee0.21%0.79%

Cost on $10k a year$21$79

Yield0.88%0.02%

5 years, per year+11.0%+1.8%

3 years, per year+21.2%+25.2%

Worst drop · 1Y−8.5%−23.4%

Volatility · 1Y13.1%30.9%

5–1measures won
DFAC first

4.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, TMAT

Today

4.4%most shared, DFAC and TMAT

DFACTMAT

DFAC—4.4%

TMAT4.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee