UUP vs DFAC

AUUP

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · UUP $13,300

Lowest cost0.21%DFAC · $21 on $10k

Most income3.21%UUP · $321 on $10k

Smallest drop−3.6%UUP · worst fall in 1Y

Held in common0.0%UUP and DFAC

UUP

DFAC

Invesco DB US Dollar Index Bullish Fund · $481MDimensional - US Core Equity 2 ETF · $87.6B

+3.6%3 years · per year$11,133 · $18,682+23.2%

+5.9%5 years · per year$13,300 · $17,417+11.7%

0.78%Expense ratio$78 · $21 on $10k · lower wins0.21%

3.21%12-mo yield$321 · $87 on $10k0.87%

−3.6%Worst dropSmaller wins−8.5%

5.5%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUUP · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$87.6B
2	AUUP	Invesco DB US Dollar Index Bullish FundRead Desk		0.78%	3.21%	−0.4%	+6.9%	+5.9%	+3.6%	+5.9%	−3.6%	$481M

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%	$87.6B
2	AUUP	Invesco DB US Dollar Index Bullish FundRead Desk		0.78%	3.21%	−0.4%	+6.9%	+5.9%	+3.6%	+5.9%	−3.6%	$481M

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

UUP vs DFAC

UUP

Invesco DB US Dollar Index Bullish Fund

$13,300

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUUPDFAC

Fee0.78%0.21%

Cost on $10k a year$78$21

Yield3.21%0.87%

5 years, per year+5.9%+11.7%

3 years, per year+3.6%+23.2%

Worst drop · 1Y−3.6%−8.5%

Volatility · 1Y5.5%12.3%

3–3measures won
level

0.0%

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: UUP, DFAC

Today

0.0%most shared, UUP and DFAC

UUPDFAC

UUP—0.0%

DFAC0.0%—

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

Income After Fees on $10,000

$243most kept, UUP

UUP$321 − $78 = $243

DFAC$87 − $21 = $66

KeptFee

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