PBUS vs DFAC

APBUS

BDFAC

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$17,326PBUS · DFAC $16,976

Lowest cost0.04%PBUS · $4 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common68.8%PBUS and DFAC

PBUS

DFAC

Invesco MSCI USA ETF · $10.5BDimensional - US Core Equity 2 ETF · $87.6B

+24.1%3 years · per year$19,110 · $18,595+23.0%

+11.6%5 years · per year$17,326 · $16,976+11.2%

0.04%Expense ratio$4 · $21 on $10k · lower wins0.21%

1.02%12-mo yield$102 · $88 on $10k0.88%

−9.0%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.2%

4–2PBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · DFAC

7.7%AAPL5.7%

7.2%NVDA5.2%

5.5%MSFT4.7%

3.7%AMZN2.5%

Held in common68.8%

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

All Three

5Y3 funds

#
1	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.02%	+0.3%	+11.3%	+11.3%	+24.1%	+11.6%	−9.0%	$10.5B
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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

All Three

5Y3 funds

#
1	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.02%	+0.3%	+11.3%	+11.3%	+24.1%	+11.6%	−9.0%	$10.5B
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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

PBUS vs DFAC

PBUS

Invesco MSCI USA

$17,326

DFAC

Dimensional - US Core Equity 2

$16,976

MeasurePBUSDFAC

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield1.02%0.88%

5 years, per year+11.6%+11.2%

3 years, per year+24.1%+23.0%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.0%12.2%

4–2measures won
PBUS first

68.8%

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: PBUS, DFAC, IJH

Today

68.8%most shared, PBUS and DFAC

PBUSDFACIJH

PBUS—68.8%0.7%

DFAC68.8%—11.5%

IJH0.7%11.5%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

PBUS$102 − $4 = $98

DFAC$88 − $21 = $67

KeptFee

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