PRFZ vs DFAC

APRFZ

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · PRFZ $15,353

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common9.8%PRFZ and DFAC

PRFZ

DFAC

Invesco RAFI US 1500 Small-Mid ETF · $2.7BDimensional - US Core Equity 2 ETF · $87.6B

+22.2%3 years · per year$18,261 · $18,682+23.2%

+9.0%5 years · per year$15,353 · $17,417+11.7%

0.36%Expense ratio$36 · $21 on $10k · lower wins0.21%

0.82%12-mo yield$82 · $87 on $10k0.87%

−10.4%Worst dropSmaller wins−8.5%

16.9%VolatilityLower wins12.3%

0–6DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · DFAC

0.3%ATI0.1%

0.5%SN0.1%

0.3%ROIV0.1%

0.3%RVMD0.1%

Held in common9.8%

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	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.82%	+1.4%	+18.4%	+20.3%	+22.2%	+9.0%	−10.4%	$2.7B

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	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.82%	+1.4%	+18.4%	+20.3%	+22.2%	+9.0%	−10.4%	$2.7B

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

PRFZ vs DFAC

PRFZ

Invesco RAFI US 1500 Small-Mid

$15,353

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePRFZDFAC

Fee0.36%0.21%

Cost on $10k a year$36$21

Yield0.82%0.87%

5 years, per year+9.0%+11.7%

3 years, per year+22.2%+23.2%

Worst drop · 1Y−10.4%−8.5%

Volatility · 1Y16.9%12.3%

6–0measures won
DFAC first

9.8%

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: PRFZ, DFAC

Today

9.8%most shared, PRFZ and DFAC

PRFZDFAC

PRFZ—9.8%

DFAC9.8%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

PRFZ$82 − $36 = $46

KeptFee

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