DFAC vs TOPT

ADFAC

BTOPT

Measures won3–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.20%TOPT · $20 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common32.8%DFAC and TOPT

DFAC

TOPT

Dimensional - US Core Equity 2 ETF · $89.2BiShares Top 20 U.S. Stocks ETF · $724M

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

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

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

0.87%12-mo yield$87 · $36 on $10k0.36%

−8.5%Worst dropSmaller wins−12.5%

12.3%VolatilityLower wins15.4%

3–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · TOPT

5.6%AAPL15.0%

5.3%NVDA15.4%

4.8%MSFT11.9%

2.6%AMZN4.5%

Held in common32.8%

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%	$89.2B
2	BTOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$724M

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%	$89.2B
2	BTOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$724M

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 TOPT

DFAC

Dimensional - US Core Equity 2

$17,417

TOPT

iShares Top 20 U.S. Stocks

[…]

MeasureDFACTOPT

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.87%0.36%

5 years, per year+11.7%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−8.5%−12.5%

Volatility · 1Y12.3%15.4%

3–1measures won
DFAC first

32.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, TOPT

Today

32.8%most shared, DFAC and TOPT

DFACTOPT

DFAC—32.8%

TOPT32.8%—

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

TOPT$36 − $20 = $16

KeptFee

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