DFAC vs USXF

ADFAC

BUSXF

Measures won2–4USXF wins · of 6 · 5Y

$10,000 · 5Y$17,447USXF · DFAC $16,820

Lowest cost0.10%USXF · $10 on $10k

Most income0.90%USXF · $90 on $10k

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

Held in common30.7%DFAC and USXF

DFAC

USXF

Dimensional - US Core Equity 2 ETF · $85.6BiShares ESG Advanced MSCI USA ETF · $1.3B

+21.2%3 years · per year$17,787 · $18,785+23.4%

+11.0%5 years · per year$16,820 · $17,447+11.8%

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

0.88%12-mo yield$88 · $90 on $10k0.90%

−8.5%Worst dropSmaller wins−12.9%

13.1%VolatilityLower wins20.8%

2–4USXF wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · USXF

4.9%NVDA11.8%

1.1%AVGO5.8%

0.9%MU3.4%

0.8%V3.1%

Held in common30.7%

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	BUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B
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%	$85.6B

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	BUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B
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%	$85.6B

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 USXF

DFAC

Dimensional - US Core Equity 2

$16,820

USXF

iShares ESG Advanced MSCI USA

$17,447

MeasureDFACUSXF

Fee0.21%0.10%

Cost on $10k a year$21$10

Yield0.88%0.90%

5 years, per year+11.0%+11.8%

3 years, per year+21.2%+23.4%

Worst drop · 1Y−8.5%−12.9%

Volatility · 1Y13.1%20.8%

3–2measures won
USXF first

30.7%

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, USXF

Today

30.7%most shared, DFAC and USXF

DFACUSXF

DFAC—30.7%

USXF30.7%—

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

Income After Fees on $10,000

$80most kept, USXF

USXF$90 − $10 = $80

DFAC$88 − $21 = $67

KeptFee

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