SCDS vs DFAC

ASCDS

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · DFAC $17,417

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%SCDS · $109 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common3.4%SCDS and DFAC

SCDS

DFAC

JPMorgan Fundamental Data Science Small Core ETF · $9MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.40%Expense ratio$40 · $21 on $10k · lower wins0.21%

1.09%12-mo yield$109 · $87 on $10k0.87%

−9.7%Worst dropSmaller wins−8.5%

17.3%VolatilityLower wins12.3%

1–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCDS · DFAC

0.5%SLB0.2%

0.5%RVMD0.1%

0.7%HALO0.1%

0.2%TTMI0.0%

Held in common3.4%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.09%	+1.1%	+23.3%	+25.1%	new	new	−9.7%	$9M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.09%	+1.1%	+23.3%	+25.1%	new	new	−9.7%	$9M

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

SCDS vs DFAC

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSCDSDFAC

Fee0.40%0.21%

Cost on $10k a year$40$21

Yield1.09%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y17.3%12.3%

3–1measures won
DFAC first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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

Overlap: SCDS, DFAC, VOO

Today

67.6%most shared, DFAC and VOO

SCDSDFACVOO

SCDS—3.4%0.3%

DFAC3.4%—67.6%

VOO0.3%67.6%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SCDS$109 − $40 = $69

DFAC$87 − $21 = $66

KeptFee

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