SPY vs DFAC

ASPY

BDFAC

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DFAC $17,417

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common68.9%SPY and DFAC

SPY

DFAC

State Street SPDR S&P 500 ETF · $805BDimensional - US Core Equity 2 ETF · $89.2B

+24.1%3 years · per year$19,132 · $18,682+23.2%

+12.6%5 years · per year$18,060 · $17,417+11.7%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.99%12-mo yield$99 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · DFAC

7.4%AAPL5.6%

7.7%NVDA5.3%

5.9%MSFT4.8%

3.8%AMZN2.6%

Held in common68.9%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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

SPY vs DFAC

SPY

SPDR S&P 500

$18,060

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSPYDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.99%0.87%

5 years, per year+12.6%+11.7%

3 years, per year+24.1%+23.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y12.9%12.3%

4–2measures won
SPY first

68.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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: SPY, DFAC

Today

68.9%most shared, SPY and DFAC

SPYDFAC

SPY—68.9%

DFAC68.9%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DFAC$87 − $21 = $66

KeptFee

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