SPTM vs DFAC

ASPTM

BDFAC

Measures won4–2SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · DFAC $17,417

Lowest cost0.03%SPTM · $3 on $10k

Most income1.06%SPTM · $106 on $10k

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

Held in common74.2%SPTM and DFAC

SPTM

DFAC

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BDimensional - US Core Equity 2 ETF · $89.2B

+23.8%3 years · per year$18,972 · $18,682+23.2%

+12.3%5 years · per year$17,822 · $17,417+11.7%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $87 on $10k0.87%

−8.7%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.3%

4–2SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · DFAC

6.9%AAPL5.6%

7.1%NVDA5.3%

5.5%MSFT4.8%

3.5%AMZN2.6%

Held in common74.2%

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

All Three

5Y3 funds

#
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

SPTM vs DFAC

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSPTMDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.06%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+23.8%+23.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y12.8%12.3%

4–2measures won
SPTM first

74.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPTM, DFAC, IWF

Today

74.2%most shared, SPTM and DFAC

SPTMDFACIWF

SPTM—74.2%53.7%

DFAC74.2%—40.8%

IWF53.7%40.8%—

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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