IGE vs DFAC

AIGE

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$21,943IGE · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.96%IGE · $196 on $10k

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

Held in common7.0%IGE and DFAC

IGE

DFAC

iShares North American Natural Resources ETF · $777MDimensional - US Core Equity 2 ETF · $85.7B

+18.3%3 years · per year$16,537 · $17,722+21.0%

+17.0%5 years · per year$21,943 · $16,525+10.6%

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

1.96%12-mo yield$196 · $90 on $10k0.90%

−11.5%Worst dropSmaller wins−8.5%

17.5%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGE · DFAC

10.9%XOM0.9%

10.7%CVX0.7%

4.2%COP0.4%

3.3%NEM0.2%

Held in common7.0%

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	AIGE	iShares North American Natural Resources ETFRead Desk	0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
2	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
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	AIGE	iShares North American Natural Resources ETFRead Desk	0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
2	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
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

IGE vs DFAC

IGE

iShares North American Natural Resources

$21,943

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIGEDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.96%0.90%

5 years, per year+17.0%+10.6%

3 years, per year+18.3%+21.0%

Worst drop · 1Y−11.5%−8.5%

Volatility · 1Y17.5%12.9%

4–2measures won
DFAC first

7.0%

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: IGE, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

IGEDFACVOO

IGE—7.0%4.1%

DFAC7.0%—67.3%

VOO4.1%67.3%—

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

Income After Fees on $10,000

$159most kept, IGE

IGE$196 − $37 = $159

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

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