VSLU vs DFAC

AVSLU

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,243VSLU · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common50.1%VSLU and DFAC

VSLU

DFAC

Applied Finance Valuation Large Cap ETF · $586MDimensional - US Core Equity 2 ETF · $87.6B

+24.9%3 years · per year$19,505 · $18,682+23.2%

+14.0%5 years · per year$19,243 · $17,417+11.7%

0.49%Expense ratio$49 · $21 on $10k · lower wins0.21%

0.41%12-mo yield$41 · $87 on $10k0.87%

−9.2%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · DFAC

10.0%AAPL5.6%

9.3%NVDA5.3%

8.2%MSFT4.8%

4.2%META1.9%

Held in common50.1%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$586M
2	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

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$586M
2	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

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

VSLU vs DFAC

VSLU

Applied Finance Valuation Large Cap

$19,243

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureVSLUDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield0.41%0.87%

5 years, per year+14.0%+11.7%

3 years, per year+24.9%+23.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y12.8%12.3%

4–2measures won
DFAC first

50.1%

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: VSLU, DFAC

Today

50.1%most shared, VSLU and DFAC

VSLUDFAC

VSLU—50.1%

DFAC50.1%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VSLU$41 − $49 = −$8

KeptFee

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