SHE vs DFAC

ASHE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.18%SHE · $118 on $10k

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

Held in common35.2%SHE and DFAC

SHE

DFAC

State Street SPDR MSCI USA Gender Diversity ETF · $344MDimensional - US Core Equity 2 ETF · $85.7B

+22.0%3 years · per year$18,152 · $17,722+21.0%

+8.2%5 years · per year$14,801 · $16,525+10.6%

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

1.18%12-mo yield$118 · $90 on $10k0.90%

−8.6%Worst dropSmaller wins−8.5%

14.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHE · DFAC

5.4%MSFT5.0%

4.0%NVDA4.8%

3.5%JPM1.2%

2.0%JNJ0.9%

Held in common35.2%

End-of-day Nov 6, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk	0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$344M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk	0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$344M

End-of-day Nov 6, 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

$14,801

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSHEDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield1.18%0.90%

5 years, per year+8.2%+10.6%

3 years, per year+22.0%+21.0%

Worst drop · 1Y−8.6%−8.5%

Volatility · 1Y14.9%12.9%

3–3measures won
level

35.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SHE, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

SHEDFACIWF

SHE—35.2%28.4%

DFAC35.2%—40.2%

IWF28.4%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, SHE

SHE$118 − $20 = $98

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee