IAI vs DFAC

AIAI

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IAI $16,893

Lowest cost0.03%VOO · $3 on $10k

Most income1.20%IAI · $120 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 · $85.7B

+28.1%3 years · per year$21,009 · $17,722+21.0%

+11.1%5 years · per year$16,893 · $16,525+10.6%

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

1.20%12-mo yield$120 · $90 on $10k0.90%

−16.5%Worst dropSmaller wins−8.5%

21.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAI · DFAC

17.2%GS0.3%

14.8%MS0.3%

8.8%SCHW0.2%

5.4%SPGI0.1%

Held in common2.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

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

IAI vs DFAC

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIAIDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.20%0.90%

5 years, per year+11.1%+10.6%

3 years, per year+28.1%+21.0%

Worst drop · 1Y−16.5%−8.5%

Volatility · 1Y21.2%12.9%

3–3measures won
level

2.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IAI, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

IAIDFACVOO

IAI—2.0%2.0%

DFAC2.0%—67.3%

VOO2.0%67.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IAI$120 − $37 = $83

DFAC$90 − $21 = $69

KeptFee

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