FNDA vs DFAC

AFNDA

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · FNDA $14,615

Lowest cost0.21%DFAC · $21 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common13.2%FNDA and DFAC

FNDA

DFAC

Schwab Fundamental U.S. Small Company Index ETF · $9.0BDimensional - US Core Equity 2 ETF · $87.6B

+19.1%3 years · per year$16,896 · $18,682+23.2%

+7.9%5 years · per year$14,615 · $17,417+11.7%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

1.20%12-mo yield$120 · $87 on $10k0.87%

−9.4%Worst dropSmaller wins−8.5%

15.7%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · DFAC

0.1%PLTR0.1%

0.2%UAL0.1%

0.2%LITE0.1%

0.2%ATI0.1%

Held in common13.2%

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B

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

FNDA vs DFAC

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFNDADFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield1.20%0.87%

5 years, per year+7.9%+11.7%

3 years, per year+19.1%+23.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y15.7%12.3%

5–1measures won
DFAC first

13.2%

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: FNDA, DFAC

Today

13.2%most shared, FNDA and DFAC

FNDADFAC

FNDA—13.2%

DFAC13.2%—

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

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

DFAC$87 − $21 = $66

KeptFee

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