HDUS vs DFAC

AHDUS

BDFAC

Measures won4–0HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.19%HDUS · $19 on $10k

Most income1.41%HDUS · $141 on $10k

Smallest drop−7.5%HDUS · worst fall in 1Y

Held in common49.9%HDUS and DFAC

HDUS

DFAC

Hartford Disciplined US Equity ETF · $115MDimensional - US Core Equity 2 ETF · $87.6B

+23.2%3 years · per year$18,706 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.19%Expense ratio$19 · $21 on $10k · lower wins0.21%

1.41%12-mo yield$141 · $87 on $10k0.87%

−7.5%Worst dropSmaller wins−8.5%

11.5%VolatilityLower wins12.3%

4–0HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · DFAC

6.0%AAPL5.6%

6.0%NVDA5.3%

5.7%MSFT4.8%

3.2%AMZN2.6%

Held in common49.9%

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	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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

HDUS vs DFAC

HDUS

Hartford Disciplined US Equity

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureHDUSDFAC

Fee0.19%0.21%

Cost on $10k a year$19$21

Yield1.41%0.87%

5 years, per year[…]+11.7%

3 years, per year+23.2%+23.2%

Worst drop · 1Y−7.5%−8.5%

Volatility · 1Y11.5%12.3%

4–0measures won
HDUS first

49.9%

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: HDUS, DFAC

Today

49.9%most shared, HDUS and DFAC

HDUSDFAC

HDUS—49.9%

DFAC49.9%—

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

Income After Fees on $10,000

$122most kept, HDUS

HDUS$141 − $19 = $122

DFAC$87 − $21 = $66

KeptFee

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