DFAC vs VOO

ADFAC

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common67.4%DFAC and VOO

DFAC

VOO

Dimensional - US Core Equity 2 ETF · $85.6BVanguard S&P 500 ETF · $1.00T

+21.2%3 years · per year$17,787 · $18,159+22.0%

+11.0%5 years · per year$16,820 · $17,543+11.9%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $107 on $10k1.07%

−8.5%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.7%

2–4VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VOO

5.9%AAPL7.4%

5.0%MSFT5.8%

4.9%NVDA8.4%

2.7%AMZN3.7%

Held in common67.4%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	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 VOO

DFAC

Dimensional - US Core Equity 2

$16,820

VOO

Vanguard S&P 500

$17,543

MeasureDFACVOO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%1.07%

5 years, per year+11.0%+11.9%

3 years, per year+21.2%+22.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.1%13.7%

4–2measures won
VOO first

67.4%

holdings shared

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

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

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

Overlap: DFAC, VOO, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFACVOOIVVSPY

DFAC—67.4%68.9%68.9%

VOO67.4%—92.7%92.7%

IVV68.9%92.7%—99.9%

SPY68.9%92.7%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DFAC$88 − $21 = $67

KeptFee

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