DHLX vs DFAC

ADHLX

BDFAC

Measures won2–1DHLX wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DHLX · $87 on $10k

Smallest drop−8.4%DHLX · worst fall in 1Y

Held in common15.1%DHLX and DFAC

DHLX

DFAC

Diamond Hill Large Cap Concentrated ETF · $69MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.55%Expense ratio$55 · $21 on $10k · lower wins0.21%

0.87%12-mo yield$87 · $87 on $10k0.87%

−8.4%Worst dropSmaller wins−8.5%

11.3%VolatilityLower wins12.3%

2–1DHLX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDHLX · DFAC

8.2%MSFT4.8%

6.2%AMZN2.6%

5.0%META1.9%

3.9%GOOGL1.4%

Held in common15.1%

End-of-day Nov 4, 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	BDFAC	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	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.87%	+2.5%	+9.4%	+13.3%	new	new	−8.4%	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	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	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.87%	+2.5%	+9.4%	+13.3%	new	new	−8.4%	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DHLX vs DFAC

DHLX

Diamond Hill Large Cap Concentrated

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureDHLXDFAC

Fee0.55%0.21%

Cost on $10k a year$55$21

Yield0.87%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y11.3%12.3%

2–1measures won
DHLX first

15.1%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: DHLX, DFAC

Today

15.1%most shared, DHLX and DFAC

DHLXDFAC

DHLX—15.1%

DFAC15.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

DHLX$87 − $55 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee