Compare · 2 funds side by side · dividends reinvested

AFLG and DFAC

AFLGFirst Trust×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,366AFLG · best of the two

02 / 04

AFLG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Large Cap ETFUS Stock Styles · Large cap0.55%0.71%+13.0%+13.5%+23.9%+11.7%−8.2%11.8%$916M1.5

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%$87.6B1.5

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: AFLG 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap ETF · $916M$17,366

AFLG

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

AFLGMeasureDFAC

+13.0%Year to dateJan 1 → Nov 3+14.1%

+13.5%1 yearTotal return+16.0%

+23.9%3 years · per year$10,000 became $18,999 · $18,595+23.0%

+11.7%5 years · per year$10,000 became $17,366 · $16,976+11.2%

0.55%Expense ratio$55 · $21 a year on $10k · lower is better0.21%

0.71%Trailing 12-mo yield$71 · $88 a year on $10k0.88%

−8.2%Worst dropSmaller is better−8.5%

11.8%VolatilityLower is calmer12.2%

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

4–4Level

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

More Ways to See the Pairs

AFLG vs DFAC: Top 5 Holdings

Today

AFLG

25.6%in top 5

DFAC

in top 519.9%

AFLGStockDFAC

7.3%NVDA5.2%

6.9%AAPL5.7%

4.7%GOOGLnot top 5

4.3%MSFT4.7%

2.3%AMZN2.5%

not top 5META1.9%

Held in common44.9%

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

AFLG vs DFAC Returns, Every Period

First TrustAFLG

+11.7%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

AFLGDFACFaded: behind in that period

2–2Level

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

AFLG vs DFAC

YTD

First TrustAFLG

+13.0%

DFACDimensional

+14.1%

+13.0%Year to date+14.1%

−8.2%Worst drop · 1Y−8.5%

11.8%Volatility · 1Y12.2%

0.7%Yield0.9%

$916MAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: AFLG, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

AFLG0.55%$55

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

Yields: AFLG, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

AFLG0.71%$71

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

AFLG$71 − $55 = $16

KeptFee

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

Overlap: AFLG, DFAC

Today

44.9%most shared, AFLG and DFAC

AFLGDFAC

AFLG—44.9%

DFAC44.9%—

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

AFLGWorst drop−8.2%11.8% vol

DFACWorst drop−8.5%12.2% vol

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

Paid More vs Made More

YTD

DFACAFLG

+14.1%Year to date+13.0%

0.9%Yield0.7%

+16.0%Past year+13.5%

0.21%Fee0.55%

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