SIMS vs DFAC

ASIMS

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · 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 · $87.7B

+15.1%3 years · per year$15,265 · $17,787+21.2%

−0.5%5 years · per year$9,746 · $16,820+11.0%

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

0.56%12-mo yield$56 · $88 on $10k0.88%

−13.3%Worst dropSmaller wins−8.5%

22.7%VolatilityLower wins13.1%

0–6DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSIMS · DFAC

2.5%TSLA0.2%

2.6%JCI0.1%

1.6%TEL0.1%

0.8%HON0.1%

Held in common1.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	+1.8%	+7.3%	−1.1%	+15.1%	−0.5%	−13.3%	$8M

End-of-day Nov 9, 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

$9,746

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureSIMSDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.56%0.88%

5 years, per year−0.5%+11.0%

3 years, per year+15.1%+21.2%

Worst drop · 1Y−13.3%−8.5%

Volatility · 1Y22.7%13.1%

6–0measures won
DFAC first

1.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SIMS, DFAC, IWF, VO

Today

40.3%most shared, DFAC and IWF

SIMSDFACIWFVO

SIMS—1.7%2.7%4.5%

DFAC1.7%—40.3%19.6%

IWF2.7%40.3%—9.2%

VO4.5%19.6%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee