USPX vs DFAC

AUSPX

BDFAC

Measures won4–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,991USPX · DFAC $17,417

Lowest cost0.03%USPX · $3 on $10k

Most income1.03%USPX · $103 on $10k

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

Held in common66.5%USPX and DFAC

USPX

DFAC

Franklin U.S. Equity Index ETF · $2.0BDimensional - US Core Equity 2 ETF · $87.6B

+24.1%3 years · per year$19,123 · $18,682+23.2%

+12.5%5 years · per year$17,991 · $17,417+11.7%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.03%12-mo yield$103 · $87 on $10k0.87%

−9.1%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.3%

4–2USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · DFAC

7.4%AAPL5.6%

7.4%NVDA5.3%

5.9%MSFT4.8%

3.8%AMZN2.6%

Held in common66.5%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.0B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.0B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

USPX vs DFAC

USPX

Franklin U.S. Equity Index

$17,991

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSPXDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.03%0.87%

5 years, per year+12.5%+11.7%

3 years, per year+24.1%+23.2%

Worst drop · 1Y−9.1%−8.5%

Volatility · 1Y13.0%12.3%

4–2measures won
USPX first

66.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USPX, DFAC

Today

66.5%most shared, USPX and DFAC

USPXDFAC

USPX—66.5%

DFAC66.5%—

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

Income After Fees on $10,000

$100most kept, USPX

USPX$103 − $3 = $100

DFAC$87 − $21 = $66

KeptFee

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