RSSY vs DFAC

ARSSY

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%RSSY and DFAC

RSSY

DFAC

Return Stacked U.S. Stocks & Fu · $97MDimensional - US Core Equity 2 ETF · $87.7B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.99%Expense ratio$99 · $21 on $10k · lower wins0.21%

1.56%12-mo yield$156 · $88 on $10k0.88%

−8.4%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSSY · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ARSSY	Return Stacked U.S. Stocks & FuRead Desk	0.99%	1.56%	+1.1%	+30.7%	+25.9%	new	new	−8.4%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	ARSSY	Return Stacked U.S. Stocks & FuRead Desk	0.99%	1.56%	+1.1%	+30.7%	+25.9%	new	new	−8.4%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSSY vs DFAC

RSSY

Return Stacked U.S. Stocks & Fu

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureRSSYDFAC

Fee0.99%0.21%

Cost on $10k a year$99$21

Yield1.56%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y13.8%13.1%

2–2measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RSSY, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

RSSYDFACVTV

RSSY—0.0%0.0%

DFAC0.0%—37.8%

VTV0.0%37.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

RSSY$156 − $99 = $57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee