USNZ vs DFAC

AUSNZ

BDFAC

Measures won3–2USNZ wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.10%USNZ · $10 on $10k

Most income0.91%USNZ · $91 on $10k

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

Held in common53.2%USNZ and DFAC

USNZ

DFAC

Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · $291MDimensional - US Core Equity 2 ETF · $89.2B

+23.6%3 years · per year$18,887 · $18,682+23.2%

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

0.10%Expense ratio$10 · $21 on $10k · lower wins0.21%

0.91%12-mo yield$91 · $87 on $10k0.87%

−11.1%Worst dropSmaller wins−8.5%

14.4%VolatilityLower wins12.3%

3–2USNZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSNZ · DFAC

9.3%AAPL5.6%

9.4%NVDA5.3%

7.2%MSFT4.8%

3.9%AMZN2.6%

Held in common53.2%

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

Both

5Y2 funds

#			Trend
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	AUSNZ	Xtrackers Net Zero Pathway Paris Aligned US Equity ETFRead Desk		0.10%	0.91%	+2.0%	+12.9%	+12.7%	+23.6%	new	−11.1%	$291M

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

Both

5Y2 funds

#			Trend
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	AUSNZ	Xtrackers Net Zero Pathway Paris Aligned US Equity ETFRead Desk		0.10%	0.91%	+2.0%	+12.9%	+12.7%	+23.6%	new	−11.1%	$291M

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

USNZ vs DFAC

USNZ

Xtrackers Net Zero Pathway Paris Aligned US Equity

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSNZDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.91%0.87%

5 years, per year[…]+11.7%

3 years, per year+23.6%+23.2%

Worst drop · 1Y−11.1%−8.5%

Volatility · 1Y14.4%12.3%

2–2measures won
level

53.2%

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: USNZ, DFAC

Today

53.2%most shared, USNZ and DFAC

USNZDFAC

USNZ—53.2%

DFAC53.2%—

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

Income After Fees on $10,000

$81most kept, USNZ

USNZ$91 − $10 = $81

DFAC$87 − $21 = $66

KeptFee

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