USCL vs DFAC

AUSCL

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common60.7%USCL and DFAC

USCL

DFAC

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BDimensional - US Core Equity 2 ETF · $89.2B

+22.4%3 years · per year$18,345 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.08%Expense ratio$8 · $21 on $10k · lower wins0.21%

1.05%12-mo yield$105 · $87 on $10k0.87%

−10.3%Worst dropSmaller wins−8.5%

13.3%VolatilityLower wins12.3%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · DFAC

9.2%AAPL5.6%

8.9%NVDA5.3%

6.9%MSFT4.8%

4.6%AMZN2.6%

Held in common60.7%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs DFAC

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSCLDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.05%0.87%

5 years, per year[…]+11.7%

3 years, per year+22.4%+23.2%

Worst drop · 1Y−10.3%−8.5%

Volatility · 1Y13.3%12.3%

3–2measures won
DFAC first

60.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USCL, DFAC, IJH

Today

60.7%most shared, USCL and DFAC

USCLDFACIJH

USCL—60.7%0.2%

DFAC60.7%—11.5%

IJH0.2%11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

USCL$105 − $8 = $97

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee