SPGP vs DFAC

ASPGP

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SPGP $14,942

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common16.2%SPGP and DFAC

SPGP

DFAC

Invesco S&P 500 GARP ETF · $2.1BDimensional - US Core Equity 2 ETF · $87.6B

+15.2%3 years · per year$15,298 · $18,682+23.2%

+8.4%5 years · per year$14,942 · $17,417+11.7%

0.34%Expense ratio$34 · $21 on $10k · lower wins0.21%

0.75%12-mo yield$75 · $87 on $10k0.87%

−11.2%Worst dropSmaller wins−8.5%

15.6%VolatilityLower wins12.3%

0–6DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPGP · DFAC

2.2%NVDA5.3%

1.7%META1.9%

2.3%LLY1.3%

1.3%MSFT4.8%

Held in common16.2%

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	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

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	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

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

SPGP vs DFAC

SPGP

Invesco S&P 500 GARP

$14,942

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSPGPDFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield0.75%0.87%

5 years, per year+8.4%+11.7%

3 years, per year+15.2%+23.2%

Worst drop · 1Y−11.2%−8.5%

Volatility · 1Y15.6%12.3%

6–0measures won
DFAC first

16.2%

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: SPGP, DFAC

Today

16.2%most shared, SPGP and DFAC

SPGPDFAC

SPGP—16.2%

DFAC16.2%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SPGP$75 − $34 = $41

KeptFee

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