JPUS vs DFAC

AJPUS

BDFAC

Measures won4–2JPUS wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · JPUS $16,076

Lowest cost0.18%JPUS · $18 on $10k

Most income1.97%JPUS · $197 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common28.6%JPUS and DFAC

JPUS

DFAC

JPMorgan Diversified Return U.S. Equity ETF · $468MDimensional - US Core Equity 2 ETF · $87.6B

+19.4%3 years · per year$17,021 · $18,682+23.2%

+10.0%5 years · per year$16,076 · $17,417+11.7%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

1.97%12-mo yield$197 · $87 on $10k0.87%

−6.9%Worst dropSmaller wins−8.5%

10.1%VolatilityLower wins12.3%

4–2JPUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · DFAC

0.5%XOM0.9%

0.4%CVX0.7%

0.4%KO0.5%

0.4%ABBV0.5%

Held in common28.6%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	1.97%	+1.5%	+18.0%	+21.5%	+19.4%	+10.0%	−6.9%	$468M

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	1.97%	+1.5%	+18.0%	+21.5%	+19.4%	+10.0%	−6.9%	$468M

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

JPUS vs DFAC

JPUS

JPMorgan Diversified Return U.S. Equity

$16,076

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureJPUSDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.97%0.87%

5 years, per year+10.0%+11.7%

3 years, per year+19.4%+23.2%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y10.1%12.3%

4–2measures won
JPUS first

28.6%

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: JPUS, DFAC

Today

28.6%most shared, JPUS and DFAC

JPUSDFAC

JPUS—28.6%

DFAC28.6%—

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

Income After Fees on $10,000

$179most kept, JPUS

JPUS$197 − $18 = $179

DFAC$87 − $21 = $66

KeptFee

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