DFAC vs TOPT

ADFAC

BTOPT

Measures won3–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common32.9%DFAC and TOPT

DFAC

TOPT

Dimensional - US Core Equity 2 ETF · $87.7BiShares Top 20 U.S. Stocks ETF · $707M

+21.2%3 years · per year$17,787 · […][…]

+11.0%5 years · per year$16,820 · […][…]

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

0.88%12-mo yield$88 · $37 on $10k0.37%

−8.5%Worst dropSmaller wins−12.5%

13.1%VolatilityLower wins16.4%

3–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · TOPT

5.9%AAPL15.9%

5.0%MSFT12.5%

4.9%NVDA14.3%

2.7%AMZN4.8%

Held in common32.9%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	BTOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$707M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	BTOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$707M

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 TOPT

DFAC

Dimensional - US Core Equity 2

$16,820

TOPT

iShares Top 20 U.S. Stocks

[…]

MeasureDFACTOPT

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.88%0.37%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%−12.5%

Volatility · 1Y13.1%16.4%

3–1measures won
DFAC first

32.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: DFAC, TOPT, VTV

Today

37.8%most shared, DFAC and VTV

DFACTOPTVTV

DFAC—32.9%37.8%

TOPT32.9%—17.8%

VTV37.8%17.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

TOPT$37 − $20 = $17

KeptFee

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