OVLH vs DFAC

AOVLH

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 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

+16.5%3 years · per year$15,823 · $17,787+21.2%

+7.9%5 years · per year$14,612 · $16,820+11.0%

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

0.28%12-mo yield$28 · $88 on $10k0.88%

−6.4%Worst dropSmaller wins−8.5%

9.7%VolatilityLower wins13.1%

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 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk	0.80%	0.28%	+1.3%	+5.7%	+6.3%	+16.5%	+7.9%	−6.4%	$102M

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk	0.80%	0.28%	+1.3%	+5.7%	+6.3%	+16.5%	+7.9%	−6.4%	$102M

End-of-day Nov 9, 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

$14,612

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureOVLHDFAC

Fee0.80%0.21%

Cost on $10k a year$80$21

Yield0.28%0.88%

5 years, per year+7.9%+11.0%

3 years, per year+16.5%+21.2%

Worst drop · 1Y−6.4%−8.5%

Volatility · 1Y9.7%13.1%

4–2measures won
DFAC first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OVLH, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

OVLHDFACVUG

OVLH—0.0%0.0%

DFAC0.0%—35.8%

VUG0.0%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

OVLH$28 − $80 = −$52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee