EPRF vs DFAC

AEPRF

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · DFAC $16,820

Lowest cost0.03%VOO · $3 on $10k

Most income6.46%EPRF · $646 on $10k

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

Held in common0.0%EPRF and DFAC

EPRF

DFAC

Innovator S&P Inv. Grade Preferred ETF · $62MDimensional - US Core Equity 2 ETF · $85.6B

+2.6%3 years · per year$10,804 · $17,787+21.2%

−2.9%5 years · per year$8,623 · $16,820+11.0%

0.47%Expense ratio$47 · $21 on $10k · lower wins0.21%

6.46%12-mo yield$646 · $88 on $10k0.88%

−10.2%Worst dropSmaller wins−8.5%

7.9%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEPRF · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

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

EPRF vs DFAC

EPRF

Innovator S&P Inv. Grade Preferred

$8,623

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureEPRFDFAC

Fee0.47%0.21%

Cost on $10k a year$47$21

Yield6.46%0.88%

5 years, per year−2.9%+11.0%

3 years, per year+2.6%+21.2%

Worst drop · 1Y−10.2%−8.5%

Volatility · 1Y7.9%13.1%

4–2measures won
DFAC first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: EPRF, DFAC, VOO, IWF

Today

67.4%most shared, DFAC and VOO

EPRFDFACVOOIWF

EPRF—0.0%0.0%0.0%

DFAC0.0%—67.4%40.3%

VOO0.0%67.4%—59.3%

IWF0.0%40.3%59.3%—

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

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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