PFFA vs DFAC

APFFA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · PFFA $11,919

Lowest cost0.21%DFAC · $21 on $10k

Most income11.12%PFFA · $1,112 on $10k

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

Held in common0.0%PFFA and DFAC

PFFA

DFAC

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BDimensional - US Core Equity 2 ETF · $87.6B

+11.2%3 years · per year$13,756 · $18,595+23.0%

+3.6%5 years · per year$11,919 · $16,976+11.2%

2.11%Expense ratio$211 · $21 on $10k · lower wins0.21%

11.12%12-mo yield$1,112 · $88 on $10k0.88%

−10.7%Worst dropSmaller wins−8.5%

8.2%VolatilityLower wins12.2%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFA · DFAC

0.0%HPE0.2%

0.0%BA0.1%

0.0%APO0.1%

0.0%NEE0.1%

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	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
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	11.12%	+0.2%	−6.4%	−4.1%	+11.2%	+3.6%	−10.7%	$2.2B

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	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
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	11.12%	+0.2%	−6.4%	−4.1%	+11.2%	+3.6%	−10.7%	$2.2B

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

PFFA vs DFAC

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,919

DFAC

Dimensional - US Core Equity 2

$16,976

MeasurePFFADFAC

Fee2.11%0.21%

Cost on $10k a year$211$21

Yield11.12%0.88%

5 years, per year+3.6%+11.2%

3 years, per year+11.2%+23.0%

Worst drop · 1Y−10.7%−8.5%

Volatility · 1Y8.2%12.2%

4–2measures won
DFAC first

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: PFFA, DFAC

Today

0.0%most shared, PFFA and DFAC

PFFADFAC

PFFA—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

$901most kept, PFFA

PFFA$1,112 − $211 = $901

DFAC$88 − $21 = $67

KeptFee

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