ONEY vs DFAC

AONEY

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · ONEY $16,806

Lowest cost0.20%ONEY · $20 on $10k

Most income2.76%ONEY · $276 on $10k

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

Held in common11.2%ONEY and DFAC

ONEY

DFAC

State Street SPDR Russell 1000 Yield Focus ETF · $679MDimensional - US Core Equity 2 ETF · $87.6B

+20.4%3 years · per year$17,447 · $18,682+23.2%

+10.9%5 years · per year$16,805 · $17,417+11.7%

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

2.76%12-mo yield$276 · $87 on $10k0.87%

−9.1%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · DFAC

1.5%EOG0.2%

1.1%TGT0.2%

1.0%DVN0.2%

1.1%KR0.2%

Held in common11.2%

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%	$87.6B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$679M

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%	$87.6B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$679M

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

ONEY vs DFAC

ONEY

SPDR Russell 1000 Yield Focus

$16,806

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureONEYDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield2.76%0.87%

5 years, per year+10.9%+11.7%

3 years, per year+20.4%+23.2%

Worst drop · 1Y−9.1%−8.5%

Volatility · 1Y12.8%12.3%

4–2measures won
DFAC first

11.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ONEY, DFAC

Today

11.2%most shared, ONEY and DFAC

ONEYDFAC

ONEY—11.2%

DFAC11.2%—

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

Income After Fees on $10,000

$256most kept, ONEY

ONEY$276 − $20 = $256

DFAC$87 − $21 = $66

KeptFee

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