WELD vs DFAC

AWELD

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · DFAC $16,976

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common1.8%WELD and DFAC

WELD

DFAC

Tema U.S. Manufacturing & Reshoring ETF · $246MDimensional - US Core Equity 2 ETF · $87.6B

+26.2%3 years · per year$20,093 · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.75%Expense ratio$75 · $21 on $10k · lower wins0.21%

0.25%12-mo yield$25 · $88 on $10k0.88%

−21.6%Worst dropSmaller wins−8.5%

28.5%VolatilityLower wins12.2%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWELD · DFAC

4.0%CAT0.4%

4.4%LIN0.3%

2.1%URI0.2%

6.9%PH0.1%

Held in common1.8%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.25%	+2.1%	+16.4%	+17.2%	+26.2%	new	−21.6%	$246M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.25%	+2.1%	+16.4%	+17.2%	+26.2%	new	−21.6%	$246M

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

Cards for this view

WELD vs DFAC

WELD

Tema U.S. Manufacturing & Reshoring

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureWELDDFAC

Fee0.75%0.21%

Cost on $10k a year$75$21

Yield0.25%0.88%

5 years, per year[…]+11.2%

3 years, per year+26.2%+23.0%

Worst drop · 1Y−21.6%−8.5%

Volatility · 1Y28.5%12.2%

4–1measures won
DFAC first

1.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: WELD, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

WELDDFACVOO

WELD—1.8%1.8%

DFAC1.8%—67.3%

VOO1.8%67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

WELD$25 − $75 = −$50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee