SPHB vs DFAC

ASPHB

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPHB $16,957

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 common14.9%SPHB and DFAC

SPHB

DFAC

Invesco S&P 500 High Beta ETF · $816MDimensional - US Core Equity 2 ETF · $85.7B

+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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: SPHB, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

SPHBDFACVOO

SPHB—14.9%23.2%

DFAC14.9%—67.3%

VOO23.2%67.3%—

End-of-day Nov 6, 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

SPHB$59 − $25 = $34

KeptFee

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