FNDB vs DFAC

AFNDB

BDFAC

Measures won5–1FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,999FNDB · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.39%FNDB · $139 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common67.7%FNDB and DFAC

FNDB

DFAC

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BDimensional - US Core Equity 2 ETF · $89.2B

+24.2%3 years · per year$19,180 · $18,682+23.2%

+13.7%5 years · per year$18,999 · $17,417+11.7%

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

1.39%12-mo yield$139 · $87 on $10k0.87%

−6.3%Worst dropSmaller wins−8.5%

10.2%VolatilityLower wins12.3%

5–1FNDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDB · DFAC

4.4%AAPL5.6%

3.0%MSFT4.8%

1.8%AMZN2.6%

1.4%META1.9%

Held in common67.7%

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.39%	+1.9%	+22.9%	+26.8%	+24.2%	+13.7%	−6.3%	$1.5B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.39%	+1.9%	+22.9%	+26.8%	+24.2%	+13.7%	−6.3%	$1.5B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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

FNDB vs DFAC

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,999

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFNDBDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield1.39%0.87%

5 years, per year+13.7%+11.7%

3 years, per year+24.2%+23.2%

Worst drop · 1Y−6.3%−8.5%

Volatility · 1Y10.2%12.3%

5–1measures won
FNDB first

67.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNDB, DFAC

Today

67.7%most shared, FNDB and DFAC

FNDBDFAC

FNDB—67.7%

DFAC67.7%—

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

Income After Fees on $10,000

$114most kept, FNDB

FNDB$139 − $25 = $114

DFAC$87 − $21 = $66

KeptFee

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