QUS vs DFAC

AQUS

BDFAC

Measures won4–2QUS wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · QUS $17,263

Lowest cost0.15%QUS · $15 on $10k

Most income1.21%QUS · $121 on $10k

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

Held in common55.2%QUS and DFAC

QUS

DFAC

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BDimensional - US Core Equity 2 ETF · $87.6B

+21.1%3 years · per year$17,744 · $18,682+23.2%

+11.5%5 years · per year$17,263 · $17,417+11.7%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

1.21%12-mo yield$121 · $87 on $10k0.87%

−6.8%Worst dropSmaller wins−8.5%

9.3%VolatilityLower wins12.3%

4–2QUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · DFAC

3.7%MSFT4.8%

3.1%AAPL5.6%

2.5%NVDA5.3%

2.2%META1.9%

Held in common55.2%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.21%	+2.0%	+15.5%	+18.3%	+21.1%	+11.5%	−6.8%	$1.6B

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.21%	+2.0%	+15.5%	+18.3%	+21.1%	+11.5%	−6.8%	$1.6B

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

QUS vs DFAC

QUS

SPDR MSCI USA StrategicFactors

$17,263

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureQUSDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.21%0.87%

5 years, per year+11.5%+11.7%

3 years, per year+21.1%+23.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y9.3%12.3%

4–2measures won
QUS first

55.2%

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: QUS, DFAC

Today

55.2%most shared, QUS and DFAC

QUSDFAC

QUS—55.2%

DFAC55.2%—

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

Income After Fees on $10,000

$106most kept, QUS

QUS$121 − $15 = $106

DFAC$87 − $21 = $66

KeptFee

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