OVLH vs DFAC

AOVLH

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · OVLH $14,956

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−6.4%OVLH · worst fall in 1Y

Held in common0.0%OVLH and DFAC

OVLH

DFAC

Overlay Shares Hedged Large Cap Equity ETF · $107MDimensional - US Core Equity 2 ETF · $89.2B

+18.1%3 years · per year$16,457 · $18,682+23.2%

+8.4%5 years · per year$14,956 · $17,417+11.7%

0.80%Expense ratio$80 · $21 on $10k · lower wins0.21%

0.28%12-mo yield$28 · $87 on $10k0.87%

−6.4%Worst dropSmaller wins−8.5%

9.3%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVLH · DFAC

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

Held in common0.0%

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%	$89.2B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.28%	+1.0%	+7.0%	+6.2%	+18.1%	+8.4%	−6.4%	$107M

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%	$89.2B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.28%	+1.0%	+7.0%	+6.2%	+18.1%	+8.4%	−6.4%	$107M

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

OVLH vs DFAC

OVLH

Overlay Shares Hedged Large Cap Equity

$14,956

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureOVLHDFAC

Fee0.80%0.21%

Cost on $10k a year$80$21

Yield0.28%0.87%

5 years, per year+8.4%+11.7%

3 years, per year+18.1%+23.2%

Worst drop · 1Y−6.4%−8.5%

Volatility · 1Y9.3%12.3%

4–2measures won
DFAC first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OVLH, DFAC

Today

0.0%most shared, OVLH and DFAC

OVLHDFAC

OVLH—0.0%

DFAC0.0%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

OVLH$28 − $80 = −$52

KeptFee

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