JPUS vs DFAC

AJPUS

BDFAC

Measures won4–2JPUS wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income2.02%JPUS · $202 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 · $472MDimensional - US Core Equity 2 ETF · $85.7B

+18.1%3 years · per year$16,465 · $17,812+21.2%

+9.2%5 years · per year$15,521 · $16,526+10.6%

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

2.02%12-mo yield$202 · $90 on $10k0.90%

−6.9%Worst dropSmaller wins−8.5%

10.4%VolatilityLower wins12.9%

4–2JPUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPUS · DFAC

0.4%AAPL5.8%

0.4%KO0.5%

0.4%ABBV0.5%

0.4%XOM0.9%

Held in common28.6%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk	0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk	0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

End-of-day Nov 5, 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

$15,521

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureJPUSDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield2.02%0.90%

5 years, per year+9.2%+10.6%

3 years, per year+18.1%+21.2%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y10.4%12.9%

4–2measures won
JPUS first

28.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JPUS, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

JPUSDFACVOO

JPUS—28.6%23.7%

DFAC28.6%—67.8%

VOO23.7%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee