UUP vs DFAC

AUUP

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income3.20%UUP · $320 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 · $85.6B

+3.7%3 years · per year$11,142 · $17,787+21.2%

+5.9%5 years · per year$13,350 · $16,820+11.0%

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

3.20%12-mo yield$320 · $88 on $10k0.88%

−3.6%Worst dropSmaller wins−8.5%

5.5%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUUP · DFAC

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

Held in common0.0%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	AUUP	Invesco DB US Dollar Index Bullish FundRead Desk	0.78%	3.20%	−0.5%	+7.2%	+6.3%	+3.7%	+5.9%	−3.6%	$481M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	AUUP	Invesco DB US Dollar Index Bullish FundRead Desk	0.78%	3.20%	−0.5%	+7.2%	+6.3%	+3.7%	+5.9%	−3.6%	$481M

End-of-day Nov 9, 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

$13,350

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureUUPDFAC

Fee0.78%0.21%

Cost on $10k a year$78$21

Yield3.20%0.88%

5 years, per year+5.9%+11.0%

3 years, per year+3.7%+21.2%

Worst drop · 1Y−3.6%−8.5%

Volatility · 1Y5.5%13.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UUP, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

UUPDFACVTV

UUP—0.0%0.0%

DFAC0.0%—37.8%

VTV0.0%37.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$242most kept, UUP

UUP$320 − $78 = $242

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee