USSG vs DFAC

AUSSG

BDFAC

Measures won4–2USSG wins · of 6 · 5Y

$10,000 · 5Y$17,856USSG · DFAC $17,417

Lowest cost0.09%USSG · $9 on $10k

Most income0.96%USSG · $96 on $10k

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

Held in common39.2%USSG and DFAC

USSG

DFAC

Xtrackers MSCI USA Selection Equity ETF · $568MDimensional - US Core Equity 2 ETF · $87.6B

+24.5%3 years · per year$19,312 · $18,682+23.2%

+12.3%5 years · per year$17,856 · $17,417+11.7%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.96%12-mo yield$96 · $87 on $10k0.87%

−11.2%Worst dropSmaller wins−8.5%

14.2%VolatilityLower wins12.3%

4–2USSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSG · DFAC

13.9%NVDA5.3%

10.8%MSFT4.8%

4.8%GOOGL1.4%

3.3%LLY1.3%

Held in common39.2%

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	0.96%	+1.5%	+13.5%	+13.6%	+24.5%	+12.3%	−11.2%	$568M
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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	0.96%	+1.5%	+13.5%	+13.6%	+24.5%	+12.3%	−11.2%	$568M
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

USSG vs DFAC

USSG

Xtrackers MSCI USA Selection Equity

$17,856

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSSGDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.96%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+24.5%+23.2%

Worst drop · 1Y−11.2%−8.5%

Volatility · 1Y14.2%12.3%

4–2measures won
USSG first

39.2%

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%

$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: USSG, DFAC

Today

39.2%most shared, USSG and DFAC

USSGDFAC

USSG—39.2%

DFAC39.2%—

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

Income After Fees on $10,000

$87most kept, USSG

USSG$96 − $9 = $87

DFAC$87 − $21 = $66

KeptFee

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