DUHP vs DFAC

ADUHP

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DUHP · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common40.6%DUHP and DFAC

DUHP

DFAC

U.S. High Relative Profitability Portfolio ETF Class Shares · $19.6BDimensional - US Core Equity 2 ETF · $89.2B

+21.2%3 years · per year$17,798 · $18,682+23.2%

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

0.21%Expense ratio$21 · $21 on $10k · lower wins0.21%

0.83%12-mo yield$83 · $87 on $10k0.87%

−9.0%Worst dropSmaller wins−8.5%

11.9%VolatilityLower wins12.3%

1–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUHP · DFAC

7.2%AAPL5.6%

7.2%NVDA5.3%

4.5%MSFT4.8%

2.7%META1.9%

Held in common40.6%

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	ADUHP	U.S. High Relative Profitability Portfolio ETF Class SharesRead Desk		0.21%	0.83%	+1.4%	+14.3%	+15.0%	+21.2%	new	−9.0%	$19.6B

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	ADUHP	U.S. High Relative Profitability Portfolio ETF Class SharesRead Desk		0.21%	0.83%	+1.4%	+14.3%	+15.0%	+21.2%	new	−9.0%	$19.6B

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

DUHP vs DFAC

DUHP

U.S. High Relative Profitability Portfolio ETF Class Shares

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureDUHPDFAC

Fee0.21%0.21%

Cost on $10k a year$21$21

Yield0.83%0.87%

5 years, per year[…]+11.7%

3 years, per year+21.2%+23.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y11.9%12.3%

3–1measures won
DFAC first

40.6%

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: DUHP, DFAC

Today

40.6%most shared, DUHP and DFAC

DUHPDFAC

DUHP—40.6%

DFAC40.6%—

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

DUHP$83 − $21 = $62

KeptFee

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