DUSA vs DFAC

ADUSA

BDFAC

Measures won4–2DUSA wins · of 6 · 5Y

$10,000 · 5Y$17,359DUSA · DFAC $16,525

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−7.6%DUSA · worst fall in 1Y

Held in common9.1%DUSA and DFAC

DUSA

DFAC

Davis Select U.S. Equity ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.7B

+23.6%3 years · per year$18,880 · $17,722+21.0%

+11.7%5 years · per year$17,359 · $16,525+10.6%

0.59%Expense ratio$59 · $21 on $10k · lower wins0.21%

0.87%12-mo yield$87 · $90 on $10k0.90%

−7.6%Worst dropSmaller wins−8.5%

11.3%VolatilityLower wins12.9%

4–2DUSA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUSA · DFAC

6.0%AMZN2.7%

5.4%META1.9%

3.7%GOOG0.9%

5.1%BRK-B0.9%

Held in common9.1%

End-of-day Nov 6, 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	ADUSA	Davis Select U.S. Equity ETFRead Desk		0.59%	0.87%	+0.1%	+10.4%	+18.0%	+23.6%	+11.7%	−7.6%	$1.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADUSA	Davis Select U.S. Equity ETFRead Desk		0.59%	0.87%	+0.1%	+10.4%	+18.0%	+23.6%	+11.7%	−7.6%	$1.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DUSA vs DFAC

DUSA

Davis Select U.S. Equity

$17,359

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureDUSADFAC

Fee0.59%0.21%

Cost on $10k a year$59$21

Yield0.87%0.90%

5 years, per year+11.7%+10.6%

3 years, per year+23.6%+21.0%

Worst drop · 1Y−7.6%−8.5%

Volatility · 1Y11.3%12.9%

4–1measures won
DUSA first

9.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DUSA, DFAC

Today

9.1%most shared, DUSA and DFAC

DUSADFAC

DUSA—9.1%

DFAC9.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

DUSA$87 − $59 = $28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee