DFAC vs OMFS

ADFAC

BOMFS

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common7.4%DFAC and OMFS

DFAC

OMFS

Dimensional - US Core Equity 2 ETF · $85.7BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+21.0%3 years · per year$17,722 · $15,756+16.4%

+10.6%5 years · per year$16,525 · $12,647+4.8%

0.21%Expense ratio$21 · $39 on $10k · lower wins0.39%

0.90%12-mo yield$90 · $131 on $10k1.31%

−8.5%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins16.9%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · OMFS

0.1%BTSG0.2%

0.0%IDCC0.6%

0.0%URBN0.3%

0.0%UMBF0.4%

Held in common7.4%

End-of-day Nov 6, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs OMFS

DFAC

Dimensional - US Core Equity 2

$16,525

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureDFACOMFS

Fee0.21%0.39%

Cost on $10k a year$21$39

Yield0.90%1.31%

5 years, per year+10.6%+4.8%

3 years, per year+21.0%+16.4%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y12.9%16.9%

5–1measures won
DFAC first

7.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VO, OMFS, DFAC

Today

19.7%most shared, VO and DFAC

VOOMFSDFAC

VO—0.0%19.7%

OMFS0.0%—7.4%

DFAC19.7%7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OMFS$131 − $39 = $92

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee