USXF vs DFAC

AUSXF

BDFAC

Measures won4–2USXF wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · USXF $16,860

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common31.2%USXF and DFAC

USXF

DFAC

iShares ESG Advanced MSCI USA ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.7B

+23.1%3 years · per year$18,648 · $17,812+21.2%

+11.0%5 years · per year$16,860 · $16,526+10.6%

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

0.94%12-mo yield$94 · $90 on $10k0.90%

−12.9%Worst dropSmaller wins−8.5%

20.6%VolatilityLower wins12.9%

4–2USXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSXF · DFAC

12.0%NVDA5.1%

6.1%AVGO1.1%

3.7%MU1.0%

3.0%V0.8%

Held in common31.2%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.3B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.3B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

End-of-day Nov 5, 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

$16,860

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureUSXFDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.94%0.90%

5 years, per year+11.0%+10.6%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−12.9%−8.5%

Volatility · 1Y20.6%12.9%

3–2measures won
USXF first

31.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: USXF, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

USXFDFACVOO

USXF—31.2%40.4%

DFAC31.2%—67.8%

VOO40.4%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

USXF$94 − $10 = $84

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee