ETHO vs DFAC

AETHO

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAC $16,976

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common11.8%ETHO and DFAC

ETHO

DFAC

Amplify Etho Climate Leadership U.S. ETF · $197MDimensional - US Core Equity 2 ETF · $87.6B

+21.0%3 years · per year$17,733 · $18,595+23.0%

+6.0%5 years · per year$13,383 · $16,976+11.2%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

0.69%12-mo yield$69 · $88 on $10k0.88%

−9.3%Worst dropSmaller wins−8.5%

16.9%VolatilityLower wins12.2%

0–6DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsETHO · DFAC

0.4%MSFT4.7%

0.4%V0.8%

0.4%AAPL5.7%

0.4%MA0.7%

Held in common11.8%

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	AETHO	Amplify Etho Climate Leadership U.S. ETFRead Desk	0.45%	0.69%	+0.2%	+23.3%	+25.6%	+21.0%	+6.0%	−9.3%	$197M

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	AETHO	Amplify Etho Climate Leadership U.S. ETFRead Desk	0.45%	0.69%	+0.2%	+23.3%	+25.6%	+21.0%	+6.0%	−9.3%	$197M

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

Cards for this view

ETHO vs DFAC

ETHO

Amplify Etho Climate Leadership U.S.

$13,383

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureETHODFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.69%0.88%

5 years, per year+6.0%+11.2%

3 years, per year+21.0%+23.0%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y16.9%12.2%

6–0measures won
DFAC first

11.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ETHO, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

ETHODFACVTV

ETHO—11.8%6.8%

DFAC11.8%—38.0%

VTV6.8%38.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

ETHO$69 − $45 = $24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee