MODL vs DFAC

AMODL

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common54.8%MODL and DFAC

MODL

DFAC

VictoryShares WestEnd U.S. Sector ETF · $1.0BDimensional - US Core Equity 2 ETF · $87.7B

+21.5%3 years · per year$17,935 · $17,787+21.2%

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

0.49%Expense ratio$49 · $21 on $10k · lower wins0.21%

0.69%12-mo yield$69 · $88 on $10k0.88%

−9.5%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins13.1%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMODL · DFAC

6.2%AAPL5.9%

5.4%NVDA4.9%

4.9%MSFT5.0%

2.3%AMZN2.7%

Held in common54.8%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.69%	+2.3%	+10.4%	+12.9%	+21.5%	new	−9.5%	$1.0B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.69%	+2.3%	+10.4%	+12.9%	+21.5%	new	−9.5%	$1.0B

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

MODL vs DFAC

MODL

VictoryShares WestEnd U.S. Sector

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureMODLDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield0.69%0.88%

5 years, per year[…]+11.0%

3 years, per year+21.5%+21.2%

Worst drop · 1Y−9.5%−8.5%

Volatility · 1Y12.8%13.1%

3–2measures won
DFAC first

54.8%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: MODL, DFAC, IJH

Today

54.8%most shared, MODL and DFAC

MODLDFACIJH

MODL—54.8%1.0%

DFAC54.8%—11.4%

IJH1.0%11.4%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

MODL$69 − $49 = $20

KeptFee

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