DFAC vs VO

ADFAC

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SQLV $15,155

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common19.6%DFAC and VO

DFAC

Dimensional - US Core Equity 2 ETF · $89.2BVanguard Morningstar Mid-Cap ETF · $103B

+23.2%3 years · per year$18,682 · $17,578+20.7%

+11.7%5 years · per year$17,417 · $14,290+7.4%

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

0.87%12-mo yield$87 · $134 on $10k1.34%

−8.5%Worst dropSmaller wins−8.2%

12.3%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · VO

0.3%TRV0.4%

0.2%MPC1.1%

0.2%GM0.7%

0.2%URI0.6%

Held in common19.6%

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

All Three

5Y3 funds

#
1	ADFAC	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
2	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

DFAC vs VO

DFAC

Dimensional - US Core Equity 2

$17,417

Vanguard Morningstar Mid-Cap

$14,290

MeasureDFACVO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.87%1.34%

5 years, per year+11.7%+7.4%

3 years, per year+23.2%+20.7%

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y12.3%12.4%

3–3measures won
level

19.6%

holdings shared

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

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

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

Overlap: SQLV, VO, DFAC

Today

19.6%most shared, VO and DFAC

SQLVVODFAC

SQLV—0.0%1.9%

VO0.0%—19.6%

DFAC1.9%19.6%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

KeptFee

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