NULC vs DFAC

ANULC

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · NULC $16,089

Lowest cost0.21%NULC · $21 on $10k

Most income8.75%NULC · $875 on $10k

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

Held in common30.1%NULC and DFAC

NULC

DFAC

Nuveen ESG Large-Cap · $80MDimensional - US Core Equity 2 ETF · $89.2B

+22.6%3 years · per year$18,442 · $18,682+23.2%

+10.0%5 years · per year$16,089 · $17,417+11.7%

0.21%Expense ratio$21 · $21 on $10k · lower wins0.21%

8.75%12-mo yield$875 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · DFAC

8.5%NVDA5.3%

5.6%MSFT4.8%

3.5%META1.9%

3.2%AVGO1.2%

Held in common30.1%

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%	$89.2B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.75%	+1.2%	+16.2%	+16.1%	+22.6%	+10.0%	−8.9%	$80M

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%	$89.2B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.75%	+1.2%	+16.2%	+16.1%	+22.6%	+10.0%	−8.9%	$80M

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

NULC vs DFAC

NULC

Nuveen ESG Large-Cap

$16,089

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureNULCDFAC

Fee0.21%0.21%

Cost on $10k a year$21$21

Yield8.75%0.87%

5 years, per year+10.0%+11.7%

3 years, per year+22.6%+23.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.9%12.3%

4–1measures won
DFAC first

30.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NULC, DFAC

Today

30.1%most shared, NULC and DFAC

NULCDFAC

NULC—30.1%

DFAC30.1%—

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

Income After Fees on $10,000

$854most kept, NULC

NULC$875 − $21 = $854

DFAC$87 − $21 = $66

KeptFee

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