IAI vs DFAC

AIAI

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,874IAI · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.14%IAI · $114 on $10k

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

Held in common2.0%IAI and DFAC

IAI

DFAC

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BDimensional - US Core Equity 2 ETF · $89.2B

+30.6%3 years · per year$22,270 · $18,682+23.2%

+12.3%5 years · per year$17,874 · $17,417+11.7%

0.37%Expense ratio$37 · $21 on $10k · lower wins0.21%

1.14%12-mo yield$114 · $87 on $10k0.87%

−16.5%Worst dropSmaller wins−8.5%

20.8%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · DFAC

17.7%GS0.3%

15.1%MS0.3%

8.5%SCHW0.2%

5.3%SPGI0.1%

Held in common2.0%

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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
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

IAI vs DFAC

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$17,874

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIAIDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.14%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+30.6%+23.2%

Worst drop · 1Y−16.5%−8.5%

Volatility · 1Y20.8%12.3%

3–3measures won
level

2.0%

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: IAI, DFAC

Today

2.0%most shared, IAI and DFAC

IAIDFAC

IAI—2.0%

DFAC2.0%—

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

Income After Fees on $10,000

$77most kept, IAI

IAI$114 − $37 = $77

DFAC$87 − $21 = $66

KeptFee

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