DIA vs DFAC

ADIA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common24.4%DIA and DFAC

DIA

DFAC

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1BDimensional - US Core Equity 2 ETF · $87.6B

+19.3%3 years · per year$16,984 · $18,682+23.2%

+10.4%5 years · per year$16,375 · $17,417+11.7%

0.16%Expense ratio$16 · $21 on $10k · lower wins0.21%

1.35%12-mo yield$135 · $87 on $10k0.87%

−9.8%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · DFAC

6.0%MSFT4.8%

3.8%AAPL5.6%

2.9%AMZN2.6%

2.4%NVDA5.3%

Held in common24.4%

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%	$87.6B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

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%	$87.6B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

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

DIA vs DFAC

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureDIADFAC

Fee0.16%0.21%

Cost on $10k a year$16$21

Yield1.35%0.87%

5 years, per year+10.4%+11.7%

3 years, per year+19.3%+23.2%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y12.9%12.3%

4–2measures won
DFAC first

24.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIA, DFAC

Today

24.4%most shared, DIA and DFAC

DIADFAC

DIA—24.4%

DFAC24.4%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DFAC$87 − $21 = $66

KeptFee

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