DFAC vs VO

ADFAC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common19.6%DFAC and VO

DFAC

Dimensional - US Core Equity 2 ETF · $85.7BVanguard Morningstar Mid-Cap ETF · $103B

+21.2%3 years · per year$17,812 · $16,795+18.9%

+10.6%5 years · per year$16,526 · $13,616+6.4%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $139 on $10k1.39%

−8.5%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · VO

0.3%TRV0.4%

0.2%GM0.7%

0.2%RCL0.7%

0.2%NEM0.6%

Held in common19.6%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

DFAC vs VO

DFAC

Dimensional - US Core Equity 2

$16,526

Vanguard Morningstar Mid-Cap

$13,616

MeasureDFACVO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%1.39%

5 years, per year+10.6%+6.4%

3 years, per year+21.2%+18.9%

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y12.9%12.9%

3–2measures won
VO first

19.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLT, DFAC, VO

Today

19.6%most shared, DFAC and VO

SQLTDFACVO

SQLT—8.5%0.0%

DFAC8.5%—19.6%

VO0.0%19.6%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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