PFFD vs DFAC

APFFD

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · PFFD $9,089

Lowest cost0.21%DFAC · $21 on $10k

Most income6.99%PFFD · $699 on $10k

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

Held in common[…]PFFD and DFAC

PFFD

DFAC

Global X - U.S. Preferred ETF · $1.8BDimensional - US Core Equity 2 ETF · $87.6B

+5.8%3 years · per year$11,850 · $18,682+23.2%

−1.9%5 years · per year$9,089 · $17,417+11.7%

0.23%Expense ratio$23 · $21 on $10k · lower wins0.21%

6.99%12-mo yield$699 · $87 on $10k0.87%

−9.2%Worst dropSmaller wins−8.5%

8.0%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFD · DFAC

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

Held in common[…]

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%	$87.6B
2	APFFD	Global X - U.S. Preferred ETFRead Desk		0.23%	6.99%	+1.8%	−4.1%	−4.0%	+5.8%	−1.9%	−9.2%	$1.8B

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%	$87.6B
2	APFFD	Global X - U.S. Preferred ETFRead Desk		0.23%	6.99%	+1.8%	−4.1%	−4.0%	+5.8%	−1.9%	−9.2%	$1.8B

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

PFFD vs DFAC

PFFD

Global X - U.S. Preferred

$9,090

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePFFDDFAC

Fee0.23%0.21%

Cost on $10k a year$23$21

Yield6.99%0.87%

5 years, per year−1.9%+11.7%

3 years, per year+5.8%+23.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y8.0%12.3%

4–2measures won
DFAC first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PFFD, DFAC

Today

[…]holdings […]

PFFDDFAC

PFFD—[…]

DFAC[…]—

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

Income After Fees on $10,000

$676most kept, PFFD

PFFD$699 − $23 = $676

DFAC$87 − $21 = $66

KeptFee

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