OEF vs DFAC

AOEF

BDFAC

Measures won3–2OEF wins · of 6 · 5Y

$10,000 · 5Y$18,137OEF · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common48.7%OEF and DFAC

OEF

DFAC

iShares S&P 100 ETF · $19.4BDimensional - US Core Equity 2 ETF · $85.6B

+23.2%3 years · per year$18,709 · $17,722+21.0%

+12.6%5 years · per year$18,137 · $16,525+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.90%12-mo yield$90 · $90 on $10k0.90%

−10.9%Worst dropSmaller wins−8.5%

14.7%VolatilityLower wins12.9%

3–2OEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOEF · DFAC

10.8%AAPL5.9%

8.6%MSFT5.0%

9.5%NVDA4.8%

5.5%AMZN2.7%

Held in common48.7%

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

All Three

5Y3 funds

#
1	AOEF	iShares S&P 100 ETFRead Desk	0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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

All Three

5Y3 funds

#
1	AOEF	iShares S&P 100 ETFRead Desk	0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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

OEF vs DFAC

OEF

iShares S&P 100

$18,137

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureOEFDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.90%0.90%

5 years, per year+12.6%+10.6%

3 years, per year+23.2%+21.0%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y14.7%12.9%

3–2measures won
OEF first

48.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: OEF, DFAC, VOO

Today

73.2%most shared, OEF and VOO

OEFDFACVOO

OEF—48.7%73.2%

DFAC48.7%—67.3%

VOO73.2%67.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

OEF$90 − $20 = $70

DFAC$90 − $21 = $69

KeptFee

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