DFAX vs SPY

ADFAX

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DFAX $15,436

Lowest cost0.09%SPY · $9 on $10k

Most income2.55%DFAX · $255 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.2%DFAX and SPY

DFAX

SPY

Dimensional World ex U.S. Core Equity 2 ETF · $11.7BState Street SPDR S&P 500 ETF · $778B

+20.2%3 years · per year$17,372 · $18,039+21.7%

+9.1%5 years · per year$15,436 · $17,118+11.3%

0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%

2.55%12-mo yield$255 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAX · SPY

0.1%GS0.4%

0.1%C0.3%

Held in common0.2%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.55%	+0.1%	+9.0%	+13.6%	+20.2%	+9.1%	−11.1%	$11.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.55%	+0.1%	+9.0%	+13.6%	+20.2%	+9.1%	−11.1%	$11.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAX vs SPY

DFAX

Dimensional World ex U.S. Core Equity 2

$15,436

SPY

SPDR S&P 500

$17,118

MeasureDFAXSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield2.55%1.03%

5 years, per year+9.1%+11.3%

3 years, per year+20.2%+21.7%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y17.4%13.6%

5–1measures won
SPY first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAX, SPY

Today

0.2%most shared, DFAX and SPY

DFAXSPY

DFAX—0.2%

SPY0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, DFAX

DFAX$255 − $28 = $227

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee