SIZE vs DFAC

ASIZE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · DFAC $17,417

Lowest cost0.03%VOO · $3 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 · $441MDimensional - US Core Equity 2 ETF · $89.2B

+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 yearsAll four, one 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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SIZE, DFAC, VOO, VUG

Today

67.6%most shared, DFAC and VOO

SIZEDFACVOOVUG

SIZE—42.9%40.2%18.2%

DFAC42.9%—67.6%36.1%

VOO40.2%67.6%—58.2%

VUG18.2%36.1%58.2%—

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

VOO$105 − $3 = $102

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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