EQTY vs DFAC

AEQTY

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common15.4%EQTY and DFAC

EQTY

DFAC

Kovitz Core Equity ETF · $1.4BDimensional - US Core Equity 2 ETF · $87.6B

+20.9%3 years · per year$17,686 · $18,682+23.2%

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

0.99%Expense ratio$99 · $21 on $10k · lower wins0.21%

0.02%12-mo yield$2 · $87 on $10k0.87%

−11.9%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.3%

0–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · DFAC

3.9%MSFT4.8%

4.8%AMZN2.6%

3.1%META1.9%

1.6%AAPL5.6%

Held in common15.4%

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%	$87.6B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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%	$87.6B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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

EQTY vs DFAC

EQTY

Kovitz Core Equity

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureEQTYDFAC

Fee0.99%0.21%

Cost on $10k a year$99$21

Yield0.02%0.87%

5 years, per year[…]+11.7%

3 years, per year+20.9%+23.2%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y13.0%12.3%

5–0measures won
DFAC first

15.4%

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: EQTY, DFAC

Today

15.4%most shared, EQTY and DFAC

EQTYDFAC

EQTY—15.4%

DFAC15.4%—

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

EQTY$2 − $99 = −$97

KeptFee

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