SSPY vs DFAC

ASSPY

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SSPY $16,025

Lowest cost0.21%DFAC · $21 on $10k

Most income1.16%SSPY · $116 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common42.6%SSPY and DFAC

SSPY

DFAC

Stratified LargeCap Index ETF · $133MDimensional - US Core Equity 2 ETF · $87.6B

+19.6%3 years · per year$17,110 · $18,682+23.2%

+9.9%5 years · per year$16,025 · $17,417+11.7%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

1.16%12-mo yield$116 · $87 on $10k0.87%

−7.3%Worst dropSmaller wins−8.5%

10.9%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · DFAC

1.1%MSFT4.8%

0.6%BRK-B0.8%

0.9%WMT0.5%

0.5%XOM0.9%

Held in common42.6%

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$133M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$133M

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

SSPY vs DFAC

SSPY

Stratified LargeCap Index

$16,025

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSSPYDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.16%0.87%

5 years, per year+9.9%+11.7%

3 years, per year+19.6%+23.2%

Worst drop · 1Y−7.3%−8.5%

Volatility · 1Y10.9%12.3%

3–3measures won
level

42.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SSPY, DFAC

Today

42.6%most shared, SSPY and DFAC

SSPYDFAC

SSPY—42.6%

DFAC42.6%—

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

Income After Fees on $10,000

$71most kept, SSPY

SSPY$116 − $45 = $71

DFAC$87 − $21 = $66

KeptFee

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