SHE vs DFAC

ASHE

BDFAC

Measures won3–2SHE wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SHE $15,631

Lowest cost0.20%SHE · $20 on $10k

Most income1.13%SHE · $113 on $10k

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

Held in common35.1%SHE and DFAC

SHE

DFAC

State Street SPDR MSCI USA Gender Diversity ETF · $337MDimensional - US Core Equity 2 ETF · $87.6B

+24.3%3 years · per year$19,220 · $18,682+23.2%

+9.3%5 years · per year$15,631 · $17,417+11.7%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

1.13%12-mo yield$113 · $87 on $10k0.87%

−8.5%Worst dropSmaller wins−8.5%

14.2%VolatilityLower wins12.3%

3–2SHE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · DFAC

5.0%MSFT4.8%

4.4%NVDA5.3%

3.4%JPM1.1%

4.3%MU1.1%

Held in common35.1%

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	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
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.13%	+1.4%	+18.0%	+19.3%	+24.3%	+9.3%	−8.5%	$337M

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	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
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.13%	+1.4%	+18.0%	+19.3%	+24.3%	+9.3%	−8.5%	$337M

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

SHE vs DFAC

SHE

SPDR MSCI USA Gender Diversity

$15,631

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSHEDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield1.13%0.87%

5 years, per year+9.3%+11.7%

3 years, per year+24.3%+23.2%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y14.2%12.3%

3–2measures won
SHE first

35.1%

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: SHE, DFAC

Today

35.1%most shared, SHE and DFAC

SHEDFAC

SHE—35.1%

DFAC35.1%—

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

Income After Fees on $10,000

$93most kept, SHE

SHE$113 − $20 = $93

DFAC$87 − $21 = $66

KeptFee

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