SIZE vs DFAC

ASIZE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common42.8%SIZE and DFAC

SIZE

DFAC

iShares MSCI USA Size Factor ETF · $426MDimensional - US Core Equity 2 ETF · $85.7B

+18.4%3 years · per year$16,580 · $17,812+21.2%

+7.2%5 years · per year$14,165 · $16,526+10.6%

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

1.39%12-mo yield$139 · $90 on $10k0.90%

−8.0%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSIZE · DFAC

0.2%AMGN0.4%

0.2%TRV0.3%

0.2%GILD0.3%

0.2%ABBV0.5%

Held in common42.8%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

End-of-day Nov 5, 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

$14,165

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSIZEDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.39%0.90%

5 years, per year+7.2%+10.6%

3 years, per year+18.4%+21.2%

Worst drop · 1Y−8.0%−8.5%

Volatility · 1Y13.2%12.9%

3–3measures won
level

42.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: SIZE, DFAC, VOO, IWF

Today

67.8%most shared, DFAC and VOO

SIZEDFACVOOIWF

SIZE—42.8%40.1%20.9%

DFAC42.8%—67.8%40.8%

VOO40.1%67.8%—59.2%

IWF20.9%40.8%59.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee