IUS vs DFAC

AIUS

BDFAC

Measures won6–0IUS wins · of 6 · 5Y

$10,000 · 5Y$20,206IUS · DFAC $17,417

Lowest cost0.19%IUS · $19 on $10k

Most income1.20%IUS · $120 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common59.8%IUS and DFAC

IUS

DFAC

Invesco RAFI Strategic US ETF · $1.0BDimensional - US Core Equity 2 ETF · $87.6B

+24.8%3 years · per year$19,448 · $18,682+23.2%

+15.1%5 years · per year$20,206 · $17,417+11.7%

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

1.20%12-mo yield$120 · $87 on $10k0.87%

−6.1%Worst dropSmaller wins−8.5%

10.4%VolatilityLower wins12.3%

6–0IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · DFAC

4.2%AAPL5.6%

4.1%MSFT4.8%

2.6%AMZN2.6%

2.0%NVDA5.3%

Held in common59.8%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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%	$87.6B

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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%	$87.6B

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

IUS vs DFAC

IUS

Invesco RAFI Strategic US

$20,206

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIUSDFAC

Fee0.19%0.21%

Cost on $10k a year$19$21

Yield1.20%0.87%

5 years, per year+15.1%+11.7%

3 years, per year+24.8%+23.2%

Worst drop · 1Y−6.1%−8.5%

Volatility · 1Y10.4%12.3%

6–0measures won
IUS first

59.8%

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: IUS, DFAC

Today

59.8%most shared, IUS and DFAC

IUSDFAC

IUS—59.8%

DFAC59.8%—

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

Income After Fees on $10,000

$101most kept, IUS

IUS$120 − $19 = $101

DFAC$87 − $21 = $66

KeptFee

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