SIZE vs DFAC

ASIZE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SIZE $14,800

Lowest cost0.15%SIZE · $15 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.9%SIZE and DFAC

SIZE

DFAC

iShares MSCI USA Size Factor ETF · $434MDimensional - US Core Equity 2 ETF · $87.6B

+20.0%3 years · per year$17,299 · $18,682+23.2%

+8.2%5 years · per year$14,800 · $17,417+11.7%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

1.34%12-mo yield$134 · $87 on $10k0.87%

−8.0%Worst dropSmaller wins−8.5%

12.7%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · DFAC

0.3%MPC0.2%

0.2%AMGN0.4%

0.2%TRV0.3%

0.2%LLY1.3%

Held in common42.9%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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

SIZE vs DFAC

SIZE

iShares MSCI USA Size Factor

$14,800

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSIZEDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.34%0.87%

5 years, per year+8.2%+11.7%

3 years, per year+20.0%+23.2%

Worst drop · 1Y−8.0%−8.5%

Volatility · 1Y12.7%12.3%

3–3measures won
level

42.9%

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: SIZE, DFAC

Today

42.9%most shared, SIZE and DFAC

SIZEDFAC

SIZE—42.9%

DFAC42.9%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DFAC$87 − $21 = $66

KeptFee

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