RWL vs DFAC

ARWL

BDFAC

Measures won5–1RWL wins · of 6 · 5Y

$10,000 · 5Y$18,987RWL · VTV $17,865

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 common52.7%RWL and DFAC

RWL

DFAC

Invesco S&P 500 Revenue ETF · $10.3BDimensional - US Core Equity 2 ETF · $85.6B

+22.0%3 years · per year$18,172 · $17,787+21.2%

+13.7%5 years · per year$18,987 · $16,820+11.0%

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

1.18%12-mo yield$118 · $88 on $10k0.88%

−6.6%Worst dropSmaller wins−8.5%

10.4%VolatilityLower wins13.1%

5–1RWL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWL · DFAC

4.0%AMZN2.7%

2.5%AAPL5.9%

1.8%MSFT5.0%

1.3%NVDA4.9%

Held in common52.7%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk	0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk	0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B

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

RWL vs DFAC

RWL

Invesco S&P 500 Revenue

$18,987

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureRWLDFAC

Fee0.39%0.21%

Cost on $10k a year$39$21

Yield1.18%0.88%

5 years, per year+13.7%+11.0%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y10.4%13.1%

5–1measures won
RWL first

52.7%

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$15.4B

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%

$120BAssets$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: RWL, DFAC, VTV

Today

52.7%most shared, RWL and DFAC

RWLDFACVTV

RWL—52.7%49.7%

DFAC52.7%—37.8%

VTV49.7%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

RWL$118 − $39 = $79

DFAC$88 − $21 = $67

KeptFee

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