HAIL vs DFAC

AHAIL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · IWF $16,499

Lowest cost0.18%IWF · $18 on $10k

Most income2.15%HAIL · $215 on $10k

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

Held in common4.7%HAIL and DFAC

HAIL

DFAC

State Street SPDR S&P Kensho Smart Mobility ETF · $16MDimensional - US Core Equity 2 ETF · $87.6B

+8.8%3 years · per year$12,886 · $18,595+23.0%

−9.5%5 years · per year$6,071 · $16,976+11.2%

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

2.15%12-mo yield$215 · $88 on $10k0.88%

−29.8%Worst dropSmaller wins−8.5%

31.8%VolatilityLower wins12.2%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAIL · DFAC

1.8%NVDA5.2%

0.9%GOOG0.9%

1.7%QCOM0.3%

1.8%TSLA0.3%

Held in common4.7%

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	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.15%	+0.4%	−4.9%	−12.7%	+8.8%	−9.5%	−29.8%	$16M

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	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.15%	+0.4%	−4.9%	−12.7%	+8.8%	−9.5%	−29.8%	$16M

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

HAIL vs DFAC

HAIL

SPDR S&P Kensho Smart Mobility

$6,071

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureHAILDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield2.15%0.88%

5 years, per year−9.5%+11.2%

3 years, per year+8.8%+23.0%

Worst drop · 1Y−29.8%−8.5%

Volatility · 1Y31.8%12.2%

5–1measures won
DFAC first

4.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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: HAIL, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

HAILDFACIWF

HAIL—4.7%4.8%

DFAC4.7%—40.4%

IWF4.8%40.4%—

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

Income After Fees on $10,000

$170most kept, HAIL

HAIL$215 − $45 = $170

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KeptFee

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