SSPY vs DFAC

ASSPY

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.20%SSPY · $120 on $10k

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

Held in common42.6%SSPY and DFAC

SSPY

DFAC

Stratified LargeCap Index ETF · $132MDimensional - US Core Equity 2 ETF · $85.6B

+17.9%3 years · per year$16,408 · $17,722+21.0%

+9.0%5 years · per year$15,392 · $16,525+10.6%

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

1.20%12-mo yield$120 · $90 on $10k0.90%

−7.3%Worst dropSmaller wins−8.5%

11.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSPY · DFAC

1.1%MSFT5.0%

0.6%BRK-B0.9%

0.9%WMT0.6%

0.5%AAPL5.9%

Held in common42.6%

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%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$132M

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%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASSPY	Stratified LargeCap Index ETFRead Desk	0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$132M

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

SSPY vs DFAC

SSPY

Stratified LargeCap Index

$15,392

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSSPYDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.20%0.90%

5 years, per year+9.0%+10.6%

3 years, per year+17.9%+21.0%

Worst drop · 1Y−7.3%−8.5%

Volatility · 1Y11.2%12.9%

3–3measures won
level

42.6%

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$59.7B

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: SSPY, DFAC, IWF

Today

42.6%most shared, SSPY and DFAC

SSPYDFACIWF

SSPY—42.6%18.0%

DFAC42.6%—40.2%

IWF18.0%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, SSPY

SSPY$120 − $45 = $75

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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