EPRF vs DFAC

AEPRF

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income6.52%EPRF · $652 on $10k

Smallest drop−6.4%VTV · 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 · $85.7B

+3.0%3 years · per year$10,934 · $17,722+21.0%

−3.1%5 years · per year$8,546 · $16,525+10.6%

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

6.52%12-mo yield$652 · $90 on $10k0.90%

−10.2%Worst dropSmaller wins−8.5%

7.8%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, 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 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

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

EPRF vs DFAC

EPRF

Innovator S&P Inv. Grade Preferred

$8,546

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureEPRFDFAC

Fee0.47%0.21%

Cost on $10k a year$47$21

Yield6.52%0.90%

5 years, per year−3.1%+10.6%

3 years, per year+3.0%+21.0%

Worst drop · 1Y−10.2%−8.5%

Volatility · 1Y7.8%12.9%

4–2measures won
DFAC first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: EPRF, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

EPRFDFACVTV

EPRF—0.0%0.0%

DFAC0.0%—38.0%

VTV0.0%38.0%—

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

Income After Fees on $10,000

$605most kept, EPRF

EPRF$652 − $47 = $605

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

KeptFee

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