ITB vs DFAC

AITB

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.5%ITB and DFAC

ITB

DFAC

iShares U.S. Home Construction ETF · $2.3BDimensional - US Core Equity 2 ETF · $85.6B

+9.5%3 years · per year$13,124 · $17,722+21.0%

+7.1%5 years · per year$14,092 · $16,525+10.6%

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

1.31%12-mo yield$131 · $90 on $10k0.90%

−25.7%Worst dropSmaller wins−8.5%

31.3%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITB · DFAC

4.5%HD0.4%

4.3%SHW0.2%

18.2%DHI0.1%

11.5%PHM0.1%

Held in common1.5%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B

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

ITB vs DFAC

ITB

iShares U.S. Home Construction

$14,092

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureITBDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.31%0.90%

5 years, per year+7.1%+10.6%

3 years, per year+9.5%+21.0%

Worst drop · 1Y−25.7%−8.5%

Volatility · 1Y31.3%12.9%

5–1measures won
DFAC first

1.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ITB, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

ITBDFACVTV

ITB—1.5%2.0%

DFAC1.5%—38.0%

VTV2.0%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ITB$131 − $37 = $94

DFAC$90 − $21 = $69

KeptFee

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