HAIL vs DFAC

AHAIL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income2.17%HAIL · $217 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.6%HAIL and DFAC

HAIL

DFAC

State Street SPDR S&P Kensho Smart Mobility ETF · $16MDimensional - US Core Equity 2 ETF · $85.6B

+8.6%3 years · per year$12,793 · $17,722+21.0%

−10.1%5 years · per year$5,880 · $16,525+10.6%

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

2.17%12-mo yield$217 · $90 on $10k0.90%

−31.8%Worst dropSmaller wins−8.5%

31.9%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAIL · DFAC

1.7%NVDA4.8%

0.9%GOOG0.9%

1.5%QCOM0.3%

2.1%GM0.3%

Held in common4.6%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

End-of-day Nov 6, 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

$5,881

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureHAILDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield2.17%0.90%

5 years, per year−10.1%+10.6%

3 years, per year+8.6%+21.0%

Worst drop · 1Y−31.8%−8.5%

Volatility · 1Y31.9%12.9%

5–1measures won
DFAC first

4.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HAIL, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

HAILDFACVTV

HAIL—4.6%2.3%

DFAC4.6%—38.0%

VTV2.3%38.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

HAIL$217 − $45 = $172

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee