DFAC vs UDN

ADFAC

BUDN

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%UDN · $300 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%DFAC and UDN

DFAC

UDN

Dimensional - US Core Equity 2 ETF · $87.7BInvesco DB US Dollar Index Bearish Fund · $93M

+21.2%3 years · per year$17,787 · $11,085+3.5%

+11.0%5 years · per year$16,820 · $9,939−0.1%

0.21%Expense ratio$21 · $77 on $10k · lower wins0.77%

0.88%12-mo yield$88 · $300 on $10k3.00%

−8.5%Worst dropSmaller wins−5.6%

13.1%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · UDN

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

Held in common0.0%

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	BUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

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	BUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

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 UDN

DFAC

Dimensional - US Core Equity 2

$16,820

UDN

Invesco DB US Dollar Index Bearish Fund

$9,939

MeasureDFACUDN

Fee0.21%0.77%

Cost on $10k a year$21$77

Yield0.88%3.00%

5 years, per year+11.0%−0.1%

3 years, per year+21.2%+3.5%

Worst drop · 1Y−8.5%−5.6%

Volatility · 1Y13.1%5.6%

3–3measures won
level

0.0%

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, UDN, VTV

Today

37.8%most shared, DFAC and VTV

DFACUDNVTV

DFAC—0.0%37.8%

UDN0.0%—0.0%

VTV37.8%0.0%—

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

Income After Fees on $10,000

$223most kept, UDN

UDN$300 − $77 = $223

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

KeptFee

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