SPGP vs DFAC

ASPGP

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 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 · $89.2B

+14.1%3 years · per year$14,856 · $17,812+21.2%

+7.6%5 years · per year$14,433 · $16,526+10.6%

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

0.76%12-mo yield$76 · $90 on $10k0.90%

−11.2%Worst dropSmaller wins−8.5%

15.7%VolatilityLower wins12.9%

0–6DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPGP · DFAC

2.1%NVDA5.1%

1.7%META1.9%

1.3%MSFT5.0%

2.2%LLY1.3%

Held in common16.2%

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	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%	$89.2B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.76%	−2.1%	+11.1%	+14.6%	+14.1%	+7.6%	−11.2%	$2.1B

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	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%	$89.2B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.76%	−2.1%	+11.1%	+14.6%	+14.1%	+7.6%	−11.2%	$2.1B

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

SPGP vs DFAC

SPGP

Invesco S&P 500 GARP

$14,433

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSPGPDFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield0.76%0.90%

5 years, per year+7.6%+10.6%

3 years, per year+14.1%+21.2%

Worst drop · 1Y−11.2%−8.5%

Volatility · 1Y15.7%12.9%

6–0measures won
DFAC first

16.2%

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$805B

2–0SPYM wins

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$887B

0–0level

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

Overlap: SPGP, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

SPGPDFACVOO

SPGP—16.2%17.0%

DFAC16.2%—67.8%

VOO17.0%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

SPGP$76 − $34 = $42

KeptFee

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