FFLV vs DFAC

AFFLV

BDFAC

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income1.27%FFLV · $127 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common27.1%FFLV and DFAC

FFLV

DFAC

Fidelity Fundamental Large Cap · $18MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,682+23.2%

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

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

1.27%12-mo yield$127 · $87 on $10k0.87%

−7.2%Worst dropSmaller wins−8.5%

11.0%VolatilityLower wins12.3%

3–1FFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLV · DFAC

5.0%AAPL5.6%

5.3%MSFT4.8%

6.3%AMZN2.6%

1.0%META1.9%

Held in common27.1%

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	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.27%	+2.5%	+22.4%	+28.8%	new	new	−7.2%	$18M

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	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.27%	+2.5%	+22.4%	+28.8%	new	new	−7.2%	$18M

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

FFLV vs DFAC

FFLV

Fidelity Fundamental Large Cap

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFFLVDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.27%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−7.2%−8.5%

Volatility · 1Y11.0%12.3%

3–1measures won
FFLV first

27.1%

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: FFLV, DFAC

Today

27.1%most shared, FFLV and DFAC

FFLVDFAC

FFLV—27.1%

DFAC27.1%—

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

Income After Fees on $10,000

$89most kept, FFLV

FFLV$127 − $38 = $89

DFAC$87 − $21 = $66

KeptFee

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