VO vs DFAC

AVO

BDFAC

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · WCBR $15,057

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common19.6%VO and DFAC

DFAC

Vanguard Morningstar Mid-Cap ETF · $103BDimensional - US Core Equity 2 ETF · $85.6B

+18.8%3 years · per year$16,763 · $17,787+21.2%

+6.8%5 years · per year$13,867 · $16,820+11.0%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.35%12-mo yield$135 · $88 on $10k0.88%

−8.2%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins13.1%

3–2VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · DFAC

0.4%TRV0.3%

0.7%GM0.2%

0.6%NEM0.2%

0.7%RCL0.2%

Held in common19.6%

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 Four

5Y4 funds

#
1	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
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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

All Four

5Y4 funds

#
1	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
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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

VO vs DFAC

Vanguard Morningstar Mid-Cap

$13,867

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureVODFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.35%0.88%

5 years, per year+6.8%+11.0%

3 years, per year+18.8%+21.2%

Worst drop · 1Y−8.2%−8.5%

Volatility · 1Y13.1%13.1%

3–2measures won
VO first

19.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VO, WCBR, IJR, DFAC

Today

19.6%most shared, VO and DFAC

VOWCBRIJRDFAC

VO—3.2%0.0%19.6%

WCBR3.2%—0.3%0.6%

IJR0.0%0.3%—6.4%

DFAC19.6%0.6%6.4%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

WCBR$0 − $45 = −$45

KeptFee

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