HAIL vs DFAC

AHAIL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.24%HAIL · $224 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 · $89.2B

+7.5%3 years · per year$12,425 · $17,812+21.2%

−10.5%5 years · per year$5,731 · $16,526+10.6%

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

2.24%12-mo yield$224 · $90 on $10k0.90%

−31.8%Worst dropSmaller wins−8.5%

32.0%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAIL · DFAC

1.7%NVDA5.1%

0.9%GOOG0.9%

1.6%QCOM0.3%

2.0%GM0.2%

Held in common4.7%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.24%	−4.9%	−8.4%	−11.6%	+7.5%	−10.5%	−31.8%	$16M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.24%	−4.9%	−8.4%	−11.6%	+7.5%	−10.5%	−31.8%	$16M

End-of-day Nov 5, 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

$5,731

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureHAILDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield2.24%0.90%

5 years, per year−10.5%+10.6%

3 years, per year+7.5%+21.2%

Worst drop · 1Y−31.8%−8.5%

Volatility · 1Y32.0%12.9%

5–1measures won
DFAC first

4.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HAIL, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

HAILDFACVUG

HAIL—4.7%4.5%

DFAC4.7%—36.2%

VUG4.5%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, HAIL

HAIL$224 − $45 = $179

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee