FDLS vs DFAC

AFDLS

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common3.7%FDLS and DFAC

FDLS

DFAC

Inspire Fidelis Multi Factor ETF · $243MDimensional - US Core Equity 2 ETF · $85.6B

+20.0%3 years · per year$17,264 · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.66%Expense ratio$66 · $21 on $10k · lower wins0.21%

0.87%12-mo yield$87 · $88 on $10k0.88%

−10.8%Worst dropSmaller wins−8.5%

17.4%VolatilityLower wins13.1%

0–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · DFAC

0.9%AVGO1.1%

1.1%EOG0.2%

0.9%VLO0.2%

0.9%DVN0.2%

Held in common3.7%

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 Three

5Y3 funds

#
1	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

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

All Three

5Y3 funds

#
1	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

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

FDLS vs DFAC

FDLS

Inspire Fidelis Multi Factor

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureFDLSDFAC

Fee0.66%0.21%

Cost on $10k a year$66$21

Yield0.87%0.88%

5 years, per year[…]+11.0%

3 years, per year+20.0%+21.2%

Worst drop · 1Y−10.8%−8.5%

Volatility · 1Y17.4%13.1%

4–0measures won
DFAC first

3.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: FDLS, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

FDLSDFACIJH

FDLS—3.7%7.0%

DFAC3.7%—11.4%

IJH7.0%11.4%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

FDLS$87 − $66 = $21

KeptFee

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