DIA vs DFAC

ADIA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common24.8%DIA and DFAC

DIA

DFAC

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0BDimensional - US Core Equity 2 ETF · $87.7B

+17.5%3 years · per year$16,221 · $17,787+21.2%

+9.7%5 years · per year$15,889 · $16,820+11.0%

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

1.37%12-mo yield$137 · $88 on $10k0.88%

−9.8%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · DFAC

6.1%MSFT5.0%

4.0%AAPL5.9%

3.0%AMZN2.7%

2.2%NVDA4.9%

Held in common24.8%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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

$15,889

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureDIADFAC

Fee0.16%0.21%

Cost on $10k a year$16$21

Yield1.37%0.88%

5 years, per year+9.7%+11.0%

3 years, per year+17.5%+21.2%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y13.6%13.1%

4–2measures won
DFAC first

24.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DIA, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

DIADFACVTV

DIA—24.8%23.4%

DFAC24.8%—37.8%

VTV23.4%37.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DIA$137 − $16 = $121

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee