LTAX vs DFAC

ALTAX

BDFAC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,543VOO · DFAC $16,820

Lowest cost0.03%VOO · $3 on $10k

Most income3.17%LTAX · $317 on $10k

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

Held in common[…]LTAX and DFAC

LTAX

DFAC

Nomura Tax-Free USA ETF · $7MDimensional - US Core Equity 2 ETF · $87.7B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.39%Expense ratio$39 · $21 on $10k · lower wins0.21%

3.17%12-mo yield$317 · $88 on $10k0.88%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins13.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLTAX · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ALTAX	Nomura Tax-Free USA ETFRead Desk	0.39%	3.17%	0.0%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ALTAX	Nomura Tax-Free USA ETFRead Desk	0.39%	3.17%	0.0%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LTAX vs DFAC

LTAX

Nomura Tax-Free USA

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureLTAXDFAC

Fee0.39%0.21%

Cost on $10k a year$39$21

Yield3.17%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]13.1%

1–1measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LTAX, DFAC, VOO

Today

67.4%most shared, DFAC and VOO

LTAXDFACVOO

LTAX—[…][…]

DFAC[…]—67.4%

VOO[…]67.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$278most kept, LTAX

LTAX$317 − $39 = $278

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee