SIZE vs DFAC

ASIZE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common42.8%SIZE and DFAC

SIZE

DFAC

iShares MSCI USA Size Factor ETF · $441MDimensional - US Core Equity 2 ETF · $89.2B

+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 three, 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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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%	$89.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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%	$89.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIZE, DFAC, VTV

Today

43.4%most shared, SIZE and VTV

SIZEDFACVTV

SIZE—42.8%43.4%

DFAC42.8%—37.7%

VTV43.4%37.7%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SIZE$139 − $15 = $124

DFAC$90 − $21 = $69

KeptFee

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