TSPA vs DFAC

ATSPA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common58.9%TSPA and DFAC

TSPA

DFAC

T. Rowe Price U.S. Equity Research ETF · $4.7BDimensional - US Core Equity 2 ETF · $89.2B

+22.0%3 years · per year$18,180 · $17,812+21.2%

+11.8%5 years · per year$17,439 · $16,526+10.6%

0.34%Expense ratio$34 · $21 on $10k · lower wins0.21%

0.58%12-mo yield$58 · $90 on $10k0.90%

−9.2%Worst dropSmaller wins−8.5%

14.3%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · DFAC

7.1%AAPL5.8%

8.6%NVDA5.1%

5.8%MSFT5.0%

3.8%AMZN2.7%

Held in common58.9%

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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

TSPA vs DFAC

TSPA

T. Rowe Price U.S. Equity Research

$17,439

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureTSPADFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield0.58%0.90%

5 years, per year+11.8%+10.6%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y14.3%12.9%

4–2measures won
DFAC first

58.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: TSPA, DFAC, VOO

Today

82.3%most shared, TSPA and VOO

TSPADFACVOO

TSPA—58.9%82.3%

DFAC58.9%—67.8%

VOO82.3%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

TSPA$58 − $34 = $24

KeptFee

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