EPS vs DFAC

AEPS

BDFAC

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$18,029EPS · DFAC $17,417

Lowest cost0.08%EPS · $8 on $10k

Most income1.12%EPS · $112 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common63.9%EPS and DFAC

EPS

DFAC

WisdomTree U.S. LargeCap Fund · $1.6BDimensional - US Core Equity 2 ETF · $87.6B

+23.7%3 years · per year$18,913 · $18,682+23.2%

+12.5%5 years · per year$18,029 · $17,417+11.7%

0.08%Expense ratio$8 · $21 on $10k · lower wins0.21%

1.12%12-mo yield$112 · $87 on $10k0.87%

−8.4%Worst dropSmaller wins−8.5%

12.4%VolatilityLower wins12.3%

5–1EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · DFAC

6.0%AAPL5.6%

7.1%NVDA5.3%

4.7%MSFT4.8%

5.6%AMZN2.6%

Held in common63.9%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

EPS vs DFAC

EPS

WisdomTree U.S. LargeCap Fund

$18,029

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureEPSDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.12%0.87%

5 years, per year+12.5%+11.7%

3 years, per year+23.7%+23.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y12.4%12.3%

5–1measures won
EPS first

63.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EPS, DFAC

Today

63.9%most shared, EPS and DFAC

EPSDFAC

EPS—63.9%

DFAC63.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, EPS

EPS$112 − $8 = $104

DFAC$87 − $21 = $66

KeptFee

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