DFAC vs TOT

ADFAC

BTOT

Measures won4–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common0.0%DFAC and TOT

DFAC

TOT

Dimensional - US Core Equity 2 ETF · $85.6BLionShares U.S. Equity Total Return ETF · $10M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $25 on $10k · lower wins0.25%

0.90%12-mo yield$90 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins13.1%

4–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · TOT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	BTOT	LionShares U.S. Equity Total Return ETFRead Desk		0.25%	0.00%	+0.7%	+12.7%	+14.4%	new	new	−9.0%	$10M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BTOT	LionShares U.S. Equity Total Return ETFRead Desk		0.25%	0.00%	+0.7%	+12.7%	+14.4%	new	new	−9.0%	$10M

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 TOT

DFAC

Dimensional - US Core Equity 2

$16,525

TOT

LionShares U.S. Equity Total Return

[…]

MeasureDFACTOT

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.90%0.00%

5 years, per year+10.6%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.9%13.1%

4–0measures won
DFAC first

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, TOT

Today

0.0%most shared, DFAC and TOT

DFACTOT

DFAC—0.0%

TOT0.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

TOT$0 − $25 = −$25

KeptFee

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