SPUS vs DFAC

ASPUS

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,275SPUS · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common42.6%SPUS and DFAC

SPUS

DFAC

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3BDimensional - US Core Equity 2 ETF · $89.2B

+23.5%3 years · per year$18,853 · $17,812+21.2%

+12.8%5 years · per year$18,275 · $16,526+10.6%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

0.55%12-mo yield$55 · $90 on $10k0.90%

−10.7%Worst dropSmaller wins−8.5%

17.0%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPUS · DFAC

13.2%AAPL5.8%

12.6%NVDA5.1%

10.7%MSFT5.0%

4.4%GOOGL1.4%

Held in common42.6%

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	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

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	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

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

SPUS vs DFAC

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$18,275

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSPUSDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.55%0.90%

5 years, per year+12.8%+10.6%

3 years, per year+23.5%+21.2%

Worst drop · 1Y−10.7%−8.5%

Volatility · 1Y17.0%12.9%

4–2measures won
DFAC first

42.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPUS, DFAC, VTV

Today

42.6%most shared, SPUS and DFAC

SPUSDFACVTV

SPUS—42.6%30.8%

DFAC42.6%—37.7%

VTV30.8%37.7%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

SPUS$55 − $45 = $10

KeptFee

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