USXF vs DFAC

AUSXF

BDFAC

Measures won4–2USXF wins · of 6 · 5Y

$10,000 · 5Y$18,166USXF · DFAC $17,417

Lowest cost0.10%USXF · $10 on $10k

Most income0.88%USXF · $88 on $10k

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

Held in common31.5%USXF and DFAC

USXF

DFAC

iShares ESG Advanced MSCI USA ETF · $1.4BDimensional - US Core Equity 2 ETF · $87.6B

+26.1%3 years · per year$20,049 · $18,682+23.2%

+12.7%5 years · per year$18,166 · $17,417+11.7%

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

0.88%12-mo yield$88 · $87 on $10k0.87%

−10.2%Worst dropSmaller wins−8.5%

19.6%VolatilityLower wins12.3%

4–2USXF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · DFAC

12.4%NVDA5.3%

6.2%AVGO1.2%

4.0%MU1.1%

2.9%V0.8%

Held in common31.5%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
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

USXF vs DFAC

USXF

iShares ESG Advanced MSCI USA

$18,166

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSXFDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.88%0.87%

5 years, per year+12.7%+11.7%

3 years, per year+26.1%+23.2%

Worst drop · 1Y−10.2%−8.5%

Volatility · 1Y19.6%12.3%

3–2measures won
USXF first

31.5%

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: USXF, DFAC

Today

31.5%most shared, USXF and DFAC

USXFDFAC

USXF—31.5%

DFAC31.5%—

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

Income After Fees on $10,000

$78most kept, USXF

USXF$88 − $10 = $78

DFAC$87 − $21 = $66

KeptFee

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