SMRI vs DFAC

ASMRI

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income1.43%SMRI · $143 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common8.0%SMRI and DFAC

SMRI

DFAC

Bushido Capital US Equity ETF · $703MDimensional - US Core Equity 2 ETF · $87.6B

+27.5%3 years · per year$20,721 · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.71%Expense ratio$71 · $21 on $10k · lower wins0.21%

1.43%12-mo yield$143 · $88 on $10k0.88%

−8.7%Worst dropSmaller wins−8.5%

15.1%VolatilityLower wins12.2%

2–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · DFAC

2.3%LLY1.3%

1.5%MU1.0%

2.2%XOM0.9%

2.2%COP0.4%

Held in common8.0%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−0.6%	+31.2%	+36.4%	+27.5%	new	−8.7%	$703M

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

Cards for this view

SMRI vs DFAC

SMRI

Bushido Capital US Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureSMRIDFAC

Fee0.71%0.21%

Cost on $10k a year$71$21

Yield1.43%0.88%

5 years, per year[…]+11.2%

3 years, per year+27.5%+23.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y15.1%12.2%

3–2measures won
DFAC first

8.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMRI, DFAC

Today

8.0%most shared, SMRI and DFAC

SMRIDFAC

SMRI—8.0%

DFAC8.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, SMRI

SMRI$143 − $71 = $72

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee