DFAC vs VTHR

ADFAC

BVTHR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VTHR $16,353

Lowest cost0.06%VTHR · $6 on $10k

Most income1.03%VTHR · $103 on $10k

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

Held in common72.9%DFAC and VTHR

DFAC

VTHR

Dimensional - US Core Equity 2 ETF · $89.2BVanguard Russell 3000 ETF · $4.9B

+23.2%3 years · per year$18,682 · $19,051+24.0%

+11.7%5 years · per year$17,417 · $17,277+11.6%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.87%12-mo yield$87 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · VTHR

5.8%AAPL6.6%

5.1%NVDA7.3%

5.0%MSFT5.2%

2.7%AMZN3.3%

Held in common72.9%

End-of-day Nov 5, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$4.9B

End-of-day Nov 5, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$4.9B

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

Cards for this view

DFAC vs VTHR

DFAC

Dimensional - US Core Equity 2

$17,417

VTHR

Vanguard Russell 3000

$17,277

MeasureDFACVTHR

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.87%1.03%

5 years, per year+11.7%+11.6%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%13.1%

3–3measures won
level

72.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, VTHR

Today

72.9%most shared, DFAC and VTHR

DFACVTHR

DFAC—72.9%

VTHR72.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, VTHR

VTHR$103 − $6 = $97

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee