RWL vs DFAC

ARWL

BDFAC

Measures won5–1RWL wins · of 6 · 5Y

$10,000 · 5Y$19,506RWL · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.17%RWL · $117 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common52.4%RWL and DFAC

RWL

DFAC

Invesco S&P 500 Revenue ETF · $10.4BDimensional - US Core Equity 2 ETF · $87.6B

+23.8%3 years · per year$18,982 · $18,682+23.2%

+14.3%5 years · per year$19,506 · $17,417+11.7%

0.39%Expense ratio$39 · $21 on $10k · lower wins0.21%

1.17%12-mo yield$117 · $87 on $10k0.87%

−6.6%Worst dropSmaller wins−8.5%

10.0%VolatilityLower wins12.3%

5–1RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · DFAC

3.8%AMZN2.6%

2.4%AAPL5.6%

1.7%MSFT4.8%

1.4%NVDA5.3%

Held in common52.4%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
2	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

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
2	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

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

RWL vs DFAC

RWL

Invesco S&P 500 Revenue

$19,506

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureRWLDFAC

Fee0.39%0.21%

Cost on $10k a year$39$21

Yield1.17%0.87%

5 years, per year+14.3%+11.7%

3 years, per year+23.8%+23.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y10.0%12.3%

5–1measures won
RWL first

52.4%

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: RWL, DFAC

Today

52.4%most shared, RWL and DFAC

RWLDFAC

RWL—52.4%

DFAC52.4%—

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

Income After Fees on $10,000

$78most kept, RWL

RWL$117 − $39 = $78

DFAC$87 − $21 = $66

KeptFee

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