SPHB vs DFAC

ASPHB

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,279SPHB · DFAC $17,417

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 common15.8%SPHB and DFAC

SPHB

DFAC

Invesco S&P 500 High Beta ETF · $807MDimensional - US Core Equity 2 ETF · $87.6B

+29.6%3 years · per year$21,775 · $18,682+23.2%

+12.8%5 years · per year$18,279 · $17,417+11.7%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

0.55%12-mo yield$55 · $87 on $10k0.87%

−14.1%Worst dropSmaller wins−8.5%

28.6%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHB · DFAC

1.8%MU1.1%

1.0%NVDA5.3%

1.0%AVGO1.2%

0.9%META1.9%

Held in common15.8%

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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.55%	−0.7%	+16.9%	+18.9%	+29.6%	+12.8%	−14.1%	$807M
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%	$87.6B

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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.55%	−0.7%	+16.9%	+18.9%	+29.6%	+12.8%	−14.1%	$807M
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%	$87.6B

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

SPHB vs DFAC

SPHB

Invesco S&P 500 High Beta

$18,279

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSPHBDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield0.55%0.87%

5 years, per year+12.8%+11.7%

3 years, per year+29.6%+23.2%

Worst drop · 1Y−14.1%−8.5%

Volatility · 1Y28.6%12.3%

4–2measures won
DFAC first

15.8%

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: SPHB, DFAC

Today

15.8%most shared, SPHB and DFAC

SPHBDFAC

SPHB—15.8%

DFAC15.8%—

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

SPHB$55 − $25 = $30

KeptFee

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