OVLH vs DFAC

AOVLH

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · DFAC $16,525

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 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 · $102MDimensional - US Core Equity 2 ETF · $85.6B

+16.7%3 years · per year$15,898 · $17,722+21.0%

+7.6%5 years · per year$14,404 · $16,525+10.6%

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

0.29%12-mo yield$29 · $90 on $10k0.90%

−6.4%Worst dropSmaller wins−8.5%

9.7%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOVLH · DFAC

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

Held in common0.0%

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	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
2	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
3	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk	0.80%	0.29%	+0.1%	+4.3%	+4.2%	+16.7%	+7.6%	−6.4%	$102M

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	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
2	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
3	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk	0.80%	0.29%	+0.1%	+4.3%	+4.2%	+16.7%	+7.6%	−6.4%	$102M

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

OVLH vs DFAC

OVLH

Overlay Shares Hedged Large Cap Equity

$14,404

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureOVLHDFAC

Fee0.80%0.21%

Cost on $10k a year$80$21

Yield0.29%0.90%

5 years, per year+7.6%+10.6%

3 years, per year+16.7%+21.0%

Worst drop · 1Y−6.4%−8.5%

Volatility · 1Y9.7%12.9%

4–2measures won
DFAC first

0.0%

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: OVLH, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

OVLHDFACVOO

OVLH—0.0%0.0%

DFAC0.0%—67.3%

VOO0.0%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

DFAC$90 − $21 = $69

OVLH$29 − $80 = −$51

KeptFee

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