SCHB vs DFAC

ASCHB

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common74.7%SCHB and DFAC

SCHB

DFAC

Schwab U.S. Broad Market ETF · $44.0BDimensional - US Core Equity 2 ETF · $87.6B

+23.8%3 years · per year$18,993 · $18,595+23.0%

+11.1%5 years · per year$16,894 · $16,976+11.2%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $88 on $10k0.88%

−8.9%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · DFAC

6.8%AAPL5.7%

6.7%NVDA5.2%

5.2%MSFT4.7%

3.3%AMZN2.5%

Held in common74.7%

End-of-day Nov 3, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

Cards for this view

SCHB vs DFAC

SCHB

Schwab U.S. Broad Market

$16,894

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureSCHBDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.06%0.88%

5 years, per year+11.1%+11.2%

3 years, per year+23.8%+23.0%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.1%12.2%

3–3measures won
level

74.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCHB, DFAC

Today

74.7%most shared, SCHB and DFAC

SCHBDFAC

SCHB—74.7%

DFAC74.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee