SPHB vs DFAC

ASPHB

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,957SPHB · DFAC $16,525

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common14.9%SPHB and DFAC

SPHB

DFAC

Invesco S&P 500 High Beta ETF · $816MDimensional - US Core Equity 2 ETF · $85.6B

+26.9%3 years · per year$20,434 · $17,722+21.0%

+11.1%5 years · per year$16,957 · $16,525+10.6%

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

0.59%12-mo yield$59 · $90 on $10k0.90%

−20.2%Worst dropSmaller wins−8.5%

29.7%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPHB · DFAC

1.0%NVDA4.8%

0.9%AVGO1.1%

0.9%AMZN2.7%

0.9%META1.9%

Held in common14.9%

End-of-day Nov 6, 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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk	0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPHB	Invesco S&P 500 High Beta ETFRead Desk	0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$16,958

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSPHBDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield0.59%0.90%

5 years, per year+11.1%+10.6%

3 years, per year+26.9%+21.0%

Worst drop · 1Y−20.2%−8.5%

Volatility · 1Y29.7%12.9%

4–2measures won
DFAC first

14.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPHB, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

SPHBDFACIWF

SPHB—14.9%22.2%

DFAC14.9%—40.2%

IWF22.2%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SPHB$59 − $25 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee