TSPA vs DFAC

ATSPA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,878TSPA · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common58.7%TSPA and DFAC

TSPA

DFAC

T. Rowe Price U.S. Equity Research ETF · $4.5BDimensional - US Core Equity 2 ETF · $87.7B

+21.9%3 years · per year$18,131 · $17,787+21.2%

+12.3%5 years · per year$17,878 · $16,820+11.0%

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

0.56%12-mo yield$56 · $88 on $10k0.88%

−9.2%Worst dropSmaller wins−8.5%

14.5%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · DFAC

7.1%AAPL5.9%

5.8%MSFT5.0%

8.6%NVDA4.9%

3.8%AMZN2.7%

Held in common58.7%

End-of-day Nov 9, 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%	0.56%	+2.5%	+10.9%	+13.1%	+21.9%	+12.3%	−9.2%	$4.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B

End-of-day Nov 9, 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%	0.56%	+2.5%	+10.9%	+13.1%	+21.9%	+12.3%	−9.2%	$4.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B

End-of-day Nov 9, 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

$17,878

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureTSPADFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield0.56%0.88%

5 years, per year+12.3%+11.0%

3 years, per year+21.9%+21.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y14.5%13.1%

4–2measures won
DFAC first

58.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TSPA, DFAC, VTV

Today

58.7%most shared, TSPA and DFAC

TSPADFACVTV

TSPA—58.7%34.9%

DFAC58.7%—37.8%

VTV34.9%37.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

TSPA$56 − $34 = $22

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee