VV vs DFAL

AVV

BDFAL

Measures won2–0VV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VV $16,856

Lowest cost0.03%VV · $3 on $10k

Most income1.06%VV · $106 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common85.9%VV and DFAL

DFAL

Vanguard Morningstar Large-Cap ETF · $54.1BDimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B

+22.0%3 years · per year$18,153 · […][…]

+11.0%5 years · per year$16,856 · […][…]

0.03%Expense ratio$3 · $13 on $10k · lower wins0.13%

1.06%12-mo yield$106 · $18 on $10k0.18%

−9.2%Worst dropSmaller wins[…]

13.7%VolatilityLower wins[…]

2–0VV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVV · DFAL

7.5%AAPL7.4%

8.1%NVDA6.2%

5.9%MSFT5.9%

3.7%AMZN3.9%

Held in common85.9%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

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

VV vs DFAL

Vanguard Morningstar Large-Cap

$16,856

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

MeasureVVDFAL

Fee0.03%0.13%

Cost on $10k a year$3$13

Yield1.06%0.18%

5 years, per year+11.0%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−9.2%[…]

Volatility · 1Y13.7%[…]

2–0measures won
VV first

85.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VV, DFAL, SPY

Today

90.4%most shared, VV and SPY

VVDFALSPY

VV—85.9%90.4%

DFAL85.9%—90.1%

SPY90.4%90.1%—

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

Income After Fees on $10,000

$103most kept, VV

VV$106 − $3 = $103

SPY$103 − $9 = $94

DFAL$18 − $13 = $5

KeptFee

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