SPYC vs DFAC

ASPYC

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.16%SPYC · $116 on $10k

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

Held in common0.0%SPYC and DFAC

SPYC

DFAC

Simplify US Equity PLUS Convexity ETF · $70MDimensional - US Core Equity 2 ETF · $85.7B

+17.4%3 years · per year$16,198 · $17,722+21.0%

+6.7%5 years · per year$13,825 · $16,525+10.6%

0.53%Expense ratio$53 · $21 on $10k · lower wins0.21%

1.16%12-mo yield$116 · $90 on $10k0.90%

−11.5%Worst dropSmaller wins−8.5%

17.1%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYC · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASPYC	Simplify US Equity PLUS Convexity ETFRead Desk	0.53%	1.16%	+0.5%	+1.4%	−0.2%	+17.4%	+6.7%	−11.5%	$70M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASPYC	Simplify US Equity PLUS Convexity ETFRead Desk	0.53%	1.16%	+0.5%	+1.4%	−0.2%	+17.4%	+6.7%	−11.5%	$70M

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

SPYC vs DFAC

SPYC

Simplify US Equity PLUS Convexity

$13,825

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSPYCDFAC

Fee0.53%0.21%

Cost on $10k a year$53$21

Yield1.16%0.90%

5 years, per year+6.7%+10.6%

3 years, per year+17.4%+21.0%

Worst drop · 1Y−11.5%−8.5%

Volatility · 1Y17.1%12.9%

5–1measures won
DFAC first

0.0%

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$59.1B

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: SPYC, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

SPYCDFACVUG

SPYC—0.0%0.0%

DFAC0.0%—35.7%

VUG0.0%35.7%—

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

SPYC$116 − $53 = $63

VUG$42 − $3 = $39

KeptFee

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