STAX vs DFAC

ASTAX

BDFAC

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAC $16,976

Lowest cost0.03%VTV · $3 on $10k

Most income3.21%STAX · $321 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and DFAC

STAX

DFAC

Nomura Tax-Free USA Short Term ETF · $11MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.29%Expense ratio$29 · $21 on $10k · lower wins0.21%

3.21%12-mo yield$321 · $88 on $10k0.88%

−2.7%Worst dropSmaller wins−8.5%

1.8%VolatilityLower wins12.2%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.21%	+0.1%	+1.2%	+1.7%	new	new	−2.7%	$11M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.21%	+0.1%	+1.2%	+1.7%	new	new	−2.7%	$11M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STAX vs DFAC

STAX

Nomura Tax-Free USA Short Term

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureSTAXDFAC

Fee0.29%0.21%

Cost on $10k a year$29$21

Yield3.21%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−2.7%−8.5%

Volatility · 1Y1.8%12.2%

3–1measures won
STAX first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: STAX, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

STAXDFACVTV

STAX—[…][…]

DFAC[…]—38.0%

VTV[…]38.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, STAX

STAX$321 − $29 = $292

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee