DIA vs DFAC

ADIA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · DIA $15,693

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common24.8%DIA and DFAC

DIA

DFAC

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BDimensional - US Core Equity 2 ETF · $89.2B

+17.7%3 years · per year$16,322 · $17,812+21.2%

+9.4%5 years · per year$15,693 · $16,526+10.6%

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

1.40%12-mo yield$140 · $90 on $10k0.90%

−9.8%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · DFAC

6.2%MSFT5.0%

3.9%AAPL5.8%

3.0%AMZN2.7%

2.2%NVDA5.1%

Held in common24.8%

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

All Three

5Y3 funds

#
1	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
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	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
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

DIA vs DFAC

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureDIADFAC

Fee0.16%0.21%

Cost on $10k a year$16$21

Yield1.40%0.90%

5 years, per year+9.4%+10.6%

3 years, per year+17.7%+21.2%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y13.4%12.9%

4–2measures won
DFAC first

24.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: DIA, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

DIADFACIWF

DIA—24.8%21.6%

DFAC24.8%—40.8%

IWF21.6%40.8%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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