RAFE vs DFAC

ARAFE

BDFAC

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,342RAFE · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common42.1%RAFE and DFAC

RAFE

DFAC

PIMCO RAFI ESG U.S. ETF · $174MDimensional - US Core Equity 2 ETF · $89.2B

+23.1%3 years · per year$18,652 · $17,812+21.2%

+11.6%5 years · per year$17,342 · $16,526+10.6%

0.29%Expense ratio$29 · $21 on $10k · lower wins0.21%

1.47%12-mo yield$147 · $90 on $10k0.90%

−7.5%Worst dropSmaller wins−8.5%

12.0%VolatilityLower wins12.9%

5–1RAFE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRAFE · DFAC

5.4%AAPL5.8%

5.4%MSFT5.0%

1.3%NVDA5.1%

2.4%JPM1.2%

Held in common42.1%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	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
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	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
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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

RAFE vs DFAC

RAFE

PIMCO RAFI ESG U.S.

$17,342

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureRAFEDFAC

Fee0.29%0.21%

Cost on $10k a year$29$21

Yield1.47%0.90%

5 years, per year+11.6%+10.6%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−7.5%−8.5%

Volatility · 1Y12.0%12.9%

5–1measures won
RAFE first

42.1%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: RAFE, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

RAFEDFACVOO

RAFE—42.1%43.8%

DFAC42.1%—67.8%

VOO43.8%67.8%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

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