DFAU vs DFAC

ADFAU

BDFAC

Measures won4–2DFAU wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAU · DFAC $16,526

Lowest cost0.12%DFAU · $12 on $10k

Most income0.93%DFAU · $93 on $10k

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

Held in common81.6%DFAU and DFAC

DFAU

DFAC

Dimensional - US Core Equity Market ETF · $13.1BDimensional - US Core Equity 2 ETF · $89.2B

+21.7%3 years · per year$18,039 · $17,812+21.2%

+11.0%5 years · per year$16,820 · $16,526+10.6%

0.12%Expense ratio$12 · $21 on $10k · lower wins0.21%

0.93%12-mo yield$93 · $90 on $10k0.90%

−8.7%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.9%

4–2DFAU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAU · DFAC

7.1%AAPL5.8%

6.4%NVDA5.1%

5.9%MSFT5.0%

3.4%AMZN2.7%

Held in common81.6%

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	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.93%	−4.2%	+9.3%	+11.1%	+21.7%	+11.0%	−8.7%	$13.1B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.93%	−4.2%	+9.3%	+11.1%	+21.7%	+11.0%	−8.7%	$13.1B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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

DFAU vs DFAC

DFAU

Dimensional - US Core Equity Market

$16,820

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureDFAUDFAC

Fee0.12%0.21%

Cost on $10k a year$12$21

Yield0.93%0.90%

5 years, per year+11.0%+10.6%

3 years, per year+21.7%+21.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y13.4%12.9%

3–2measures won
DFAU first

81.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAU, DFAC

Today

81.6%most shared, DFAU and DFAC

DFAUDFAC

DFAU—81.6%

DFAC81.6%—

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

Income After Fees on $10,000

$81most kept, DFAU

DFAU$93 − $12 = $81

DFAC$90 − $21 = $69

KeptFee

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