ONEY vs DFAC

AONEY

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · ONEY $16,469

Lowest cost0.18%IWF · $18 on $10k

Most income2.79%ONEY · $279 on $10k

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

Held in common11.3%ONEY and DFAC

ONEY

DFAC

State Street SPDR Russell 1000 Yield Focus ETF · $671MDimensional - US Core Equity 2 ETF · $89.2B

+19.7%3 years · per year$17,132 · $17,812+21.2%

+10.5%5 years · per year$16,469 · $16,526+10.6%

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

2.79%12-mo yield$279 · $90 on $10k0.90%

−9.1%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · DFAC

1.4%EOG0.2%

1.1%TGT0.2%

1.1%KR0.2%

1.9%ALL0.2%

Held in common11.3%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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

$16,469

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureONEYDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield2.79%0.90%

5 years, per year+10.5%+10.6%

3 years, per year+19.7%+21.2%

Worst drop · 1Y−9.1%−8.5%

Volatility · 1Y12.8%12.9%

3–3measures won
level

11.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ONEY, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

ONEYDFACIWF

ONEY—11.3%1.0%

DFAC11.3%—40.8%

IWF1.0%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee