PHDG vs DFAC

APHDG

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · PHDG $12,217

Lowest cost0.21%DFAC · $21 on $10k

Most income1.43%PHDG · $143 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common65.3%PHDG and DFAC

PHDG

DFAC

Invesco S&P 500 Downside Hedged ETF · $61MDimensional - US Core Equity 2 ETF · $87.6B

+11.3%3 years · per year$13,805 · $18,682+23.2%

+4.1%5 years · per year$12,217 · $17,417+11.7%

0.44%Expense ratio$44 · $21 on $10k · lower wins0.21%

1.43%12-mo yield$143 · $87 on $10k0.87%

−6.8%Worst dropSmaller wins−8.5%

11.9%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · DFAC

6.2%AAPL5.6%

6.4%NVDA5.3%

5.0%MSFT4.8%

3.2%AMZN2.6%

Held in common65.3%

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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

PHDG vs DFAC

PHDG

Invesco S&P 500 Downside Hedged

$12,217

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePHDGDFAC

Fee0.44%0.21%

Cost on $10k a year$44$21

Yield1.43%0.87%

5 years, per year+4.1%+11.7%

3 years, per year+11.3%+23.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.9%12.3%

3–3measures won
level

65.3%

holdings shared

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: PHDG, DFAC

Today

65.3%most shared, PHDG and DFAC

PHDGDFAC

PHDG—65.3%

DFAC65.3%—

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

Income After Fees on $10,000

$99most kept, PHDG

PHDG$143 − $44 = $99

DFAC$87 − $21 = $66

KeptFee

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