IYY vs DFAC

AIYY

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IYY $17,349

Lowest cost0.20%IYY · $20 on $10k

Most income0.87%IYY · $87 on $10k

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

Held in common72.7%IYY and DFAC

IYY

DFAC

iShares Dow Jones U.S. ETF · $3.0BDimensional - US Core Equity 2 ETF · $87.6B

+23.9%3 years · per year$19,024 · $18,682+23.2%

+11.6%5 years · per year$17,349 · $17,417+11.7%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.87%12-mo yield$87 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.3%

2–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · DFAC

6.9%AAPL5.6%

7.1%NVDA5.3%

5.5%MSFT4.8%

3.5%AMZN2.6%

Held in common72.7%

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	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
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B

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	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
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B

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

IYY vs DFAC

IYY

iShares Dow Jones U.S.

$17,349

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIYYDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.87%0.87%

5 years, per year+11.6%+11.7%

3 years, per year+23.9%+23.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.0%12.3%

3–2measures won
DFAC first

72.7%

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: IYY, DFAC

Today

72.7%most shared, IYY and DFAC

IYYDFAC

IYY—72.7%

DFAC72.7%—

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

Income After Fees on $10,000

$67most kept, IYY

IYY$87 − $20 = $67

DFAC$87 − $21 = $66

KeptFee

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