USCA vs DFAC

AUSCA

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common59.0%USCA and DFAC

USCA

DFAC

Xtrackers MSCI USA Climate Action Equity ETF · $3.3BDimensional - US Core Equity 2 ETF · $87.6B

+22.2%3 years · per year$18,246 · $18,595+23.0%

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

0.07%Expense ratio$7 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $88 on $10k0.88%

−10.3%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.2%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCA · DFAC

9.5%AAPL5.7%

8.8%NVDA5.2%

6.9%MSFT4.7%

4.4%AMZN2.5%

Held in common59.0%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk	0.07%	1.06%	+0.4%	+7.8%	+7.1%	+22.2%	new	−10.3%	$3.3B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk	0.07%	1.06%	+0.4%	+7.8%	+7.1%	+22.2%	new	−10.3%	$3.3B

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

USCA vs DFAC

USCA

Xtrackers MSCI USA Climate Action Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureUSCADFAC

Fee0.07%0.21%

Cost on $10k a year$7$21

Yield1.06%0.88%

5 years, per year[…]+11.2%

3 years, per year+22.2%+23.0%

Worst drop · 1Y−10.3%−8.5%

Volatility · 1Y13.1%12.2%

3–2measures won
DFAC first

59.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USCA, DFAC, IJH

Today

59.0%most shared, USCA and DFAC

USCADFACIJH

USCA—59.0%0.3%

DFAC59.0%—11.5%

IJH0.3%11.5%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

USCA$106 − $7 = $99

DFAC$88 − $21 = $67

KeptFee

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