SIMS vs DFAC

ASIMS

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common1.7%SIMS and DFAC

SIMS

DFAC

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MDimensional - US Core Equity 2 ETF · $89.2B

+18.2%3 years · per year$16,498 · $18,682+23.2%

+0.9%5 years · per year$10,482 · $17,417+11.7%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

0.55%12-mo yield$55 · $87 on $10k0.87%

−15.6%Worst dropSmaller wins−8.5%

23.0%VolatilityLower wins12.3%

0–6DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIMS · DFAC

2.7%TSLA0.3%

2.8%JCI0.1%

1.7%TEL0.1%

1.7%AME0.1%

Held in common1.7%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.55%	+0.7%	+9.3%	−3.6%	+18.2%	+0.9%	−15.6%	$8M

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

SIMS vs DFAC

SIMS

SPDR S&P Kensho Intelligent Structures

$10,482

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSIMSDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.55%0.87%

5 years, per year+0.9%+11.7%

3 years, per year+18.2%+23.2%

Worst drop · 1Y−15.6%−8.5%

Volatility · 1Y23.0%12.3%

6–0measures won
DFAC first

1.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SIMS, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

SIMSDFACIWF

SIMS—1.7%3.0%

DFAC1.7%—40.8%

IWF3.0%40.8%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

SIMS$55 − $45 = $10

KeptFee

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