WR vs DFAC

AWR

BDFAC

Measures won0–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · DFAC $16,526

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common5.6%WR and DFAC

DFAC

Corgi U.S. War Machine ETF · $1MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

0.00%12-mo yield$0 · $90 on $10k0.90%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.9%

0–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWR · DFAC

9.0%XOM0.9%

6.7%CVX0.7%

4.1%COP0.3%

5.2%RTX0.3%

Held in common5.6%

End-of-day Nov 5, 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	IWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AWR	Corgi U.S. War Machine ETFRead Desk	0.35%	0.00%	−3.8%	new	new	new	new	[…]	$897K

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

All Three

5Y3 funds

#
1	IWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AWR	Corgi U.S. War Machine ETFRead Desk	0.35%	0.00%	−3.8%	new	new	new	new	[…]	$897K

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

Cards for this view

WR vs DFAC

Corgi U.S. War Machine

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureWRDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield0.00%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.9%

2–0measures won
DFAC first

5.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WR, DFAC, IWB

Today

72.9%most shared, DFAC and IWB

WRDFACIWB

WR—5.6%4.9%

DFAC5.6%—72.9%

IWB4.9%72.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DFAC$90 − $21 = $69

WR$0 − $35 = −$35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee