VO vs DFAC

AVO

BDFAC

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SQLV $14,355

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common19.6%VO and DFAC

DFAC

Vanguard Morningstar Mid-Cap ETF · $103BDimensional - US Core Equity 2 ETF · $89.2B

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

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

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

1.39%12-mo yield$139 · $90 on $10k0.90%

−8.2%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.9%

3–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · DFAC

0.4%TRV0.3%

0.7%GM0.2%

0.7%RCL0.2%

0.6%NEM0.2%

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	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
2	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	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
2	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VO vs DFAC

Vanguard Morningstar Mid-Cap

$13,616

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVODFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.39%0.90%

5 years, per year+6.4%+10.6%

3 years, per year+18.9%+21.2%

Worst drop · 1Y−8.2%−8.5%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLV, DFAC, VO

Today

19.6%most shared, DFAC and VO

SQLVDFACVO

SQLV—2.0%0.0%

DFAC2.0%—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

SQLV$103 − $60 = $43

KeptFee

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