OAKM vs DFAC

AOAKM

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common8.7%OAKM and DFAC

OAKM

DFAC

Oakmark U.S. Large Cap ETF · $1.2BDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.64%Expense ratio$64 · $21 on $10k · lower wins0.21%

0.60%12-mo yield$60 · $90 on $10k0.90%

−8.6%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins12.9%

0–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsOAKM · DFAC

1.9%META1.9%

1.6%AMZN2.7%

1.8%GOOG0.9%

2.5%MRK0.4%

Held in common8.7%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AOAKM	Oakmark U.S. Large Cap ETFRead Desk		0.64%	0.60%	−0.4%	+10.9%	+19.6%	new	new	−8.6%	$1.2B

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AOAKM	Oakmark U.S. Large Cap ETFRead Desk		0.64%	0.60%	−0.4%	+10.9%	+19.6%	new	new	−8.6%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OAKM vs DFAC

OAKM

Oakmark U.S. Large Cap

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureOAKMDFAC

Fee0.64%0.21%

Cost on $10k a year$64$21

Yield0.60%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y−8.6%−8.5%

Volatility · 1Y13.7%12.9%

4–0measures won
DFAC first

8.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OAKM, DFAC

Today

8.7%most shared, OAKM and DFAC

OAKMDFAC

OAKM—8.7%

DFAC8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

OAKM$60 − $64 = −$4

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee