Compare · 2 funds side by side · dividends reinvested

FCTR and DFAC

FCTRFirst Trust×DFACDimensional×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,604DFAC · best of the two

02 / 04

FCTR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.63%−7.2%−9.5%+14.0%−0.7%−21.3%21.2%$45M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FCTR 2018 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,646

FCTR

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

FCTRMeasureDFAC

−7.2%Year to dateJan 1 → Nov 3+14.1%

−9.5%1 yearTotal return+16.0%

+14.0%3 years · per year$10,000 became $14,818 · $18,595+23.0%

−0.7%5 years · per year$10,000 became $9,646 · $16,976+11.2%

0.65%Expense ratio$65 · $21 a year on $10k · lower is better0.21%

0.63%Trailing 12-mo yield$63 · $88 a year on $10k0.88%

−21.3%Worst dropSmaller is better−8.5%

21.2%VolatilityLower is calmer12.2%

FCTRDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8DFAC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCTR vs DFAC: Top 5 Holdings

Today

FCTR

11.3%in top 5

DFAC

in top 519.9%

FCTRStockDFAC

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

3.4%CRWDnot top 5

not top 5AMZN2.5%

2.1%NETnot top 5

2.1%MRNAnot top 5

not top 5META1.9%

1.9%LITEnot top 5

1.9%AXONnot top 5

Held in common14.7%

End-of-day Nov 3, 2026 · share of each fund

FCTR vs DFAC Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

FCTRDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FCTR vs DFAC

YTD

First TrustFCTR

−7.2%

DFACDimensional

+14.1%

−7.2%Year to date+14.1%

−21.3%Worst drop · 1Y−8.5%

21.2%Volatility · 1Y12.2%

0.6%Yield0.9%

$45.4MAssets$87.6B

4–0DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

FCTR0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCTR, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

FCTR0.63%$63

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

FCTR$63 − $65 = −$2

KeptFee

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

Overlap: FCTR, DFAC

Today

14.7%most shared, FCTR and DFAC

FCTRDFAC

FCTR—14.7%

DFAC14.7%—

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

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

FCTRWorst drop−21.3%21.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFACFCTR

+14.1%Year to date−7.2%

0.9%Yield0.6%

+16.0%Past year−9.5%

0.21%Fee0.65%

4–0DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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