OVL vs DFAC

AOVL

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,696OVL · DFAC $16,976

Lowest cost0.21%DFAC · $21 on $10k

Most income9.50%OVL · $950 on $10k

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

Held in common0.0%OVL and DFAC

OVL

DFAC

Overlay Shares Large Cap Equity ETF · $509MDimensional - US Core Equity 2 ETF · $87.6B

+26.6%3 years · per year$20,284 · $18,595+23.0%

+12.1%5 years · per year$17,696 · $16,976+11.2%

0.79%Expense ratio$79 · $21 on $10k · lower wins0.21%

9.50%12-mo yield$950 · $88 on $10k0.88%

−8.7%Worst dropSmaller wins−8.5%

15.1%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.50%	+0.2%	+12.6%	+13.3%	+26.6%	+12.1%	−8.7%	$509M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Both

5Y2 funds

#			Trend
1	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.50%	+0.2%	+12.6%	+13.3%	+26.6%	+12.1%	−8.7%	$509M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Cards for this view

OVL vs DFAC

OVL

Overlay Shares Large Cap Equity

$17,696

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureOVLDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield9.50%0.88%

5 years, per year+12.1%+11.2%

3 years, per year+26.6%+23.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y15.1%12.2%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OVL, DFAC

Today

0.0%most shared, OVL and DFAC

OVLDFAC

OVL—0.0%

DFAC0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$871most kept, OVL

OVL$950 − $79 = $871

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee