PHDG vs DFAC

APHDG

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.42%PHDG · $142 on $10k

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

Held in common65.6%PHDG and DFAC

PHDG

DFAC

Invesco S&P 500 Downside Hedged ETF · $61MDimensional - US Core Equity 2 ETF · $85.7B

+11.9%3 years · per year$14,004 · $17,812+21.2%

+4.2%5 years · per year$12,260 · $16,526+10.6%

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

1.42%12-mo yield$142 · $90 on $10k0.90%

−6.8%Worst dropSmaller wins−8.5%

11.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPHDG · DFAC

6.5%AAPL5.8%

6.1%NVDA5.1%

5.2%MSFT5.0%

3.3%AMZN2.7%

Held in common65.6%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

End-of-day Nov 5, 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

$12,260

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePHDGDFAC

Fee0.44%0.21%

Cost on $10k a year$44$21

Yield1.42%0.90%

5 years, per year+4.2%+10.6%

3 years, per year+11.9%+21.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.9%12.9%

3–3measures won
level

65.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PHDG, DFAC, VOO

Today

83.2%most shared, PHDG and VOO

PHDGDFACVOO

PHDG—65.6%83.2%

DFAC65.6%—67.8%

VOO83.2%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

PHDG$142 − $44 = $98

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee