Compare · 2 funds side by side · dividends reinvested

DFAC and FCTR

DFACDimensional×FCTRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

DFAC and FCTR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.65%−9.3%−8.4%+12.5%−1.1%−21.9%21.0%$46M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · FCTR 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $46M$9,470

FCTR

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

FCTRMeasureDFAC

−9.3%Year to dateJan 1 → Nov 5+11.2%

−8.4%1 yearTotal return+14.3%

+12.5%3 years · per year$10,000 became $14,226 · $17,812+21.2%

−1.1%5 years · per year$10,000 became $9,470 · $16,526+10.6%

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

0.65%Trailing 12-mo yield$65 · $90 a year on $10k0.90%

−21.9%Worst dropSmaller is better−8.5%

21.0%VolatilityLower is calmer12.9%

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

0–8DFAC wins

End-of-day Nov 5, 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

7.3%in top 5

DFAC

in top 520.5%

FCTRStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

1.8%CHTRnot top 5

1.6%INTUnot top 5

1.5%FISVnot top 5

1.2%Vnot top 5

1.2%VLTOnot top 5

Held in common19.3%

End-of-day Nov 5, 2026 · share of each fund

FCTR vs DFAC Returns, Every Period

First TrustFCTR

−1.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

FCTRDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FCTR vs DFAC

YTD

First TrustFCTR

−9.3%

DFACDimensional

+11.2%

−9.3%Year to date+11.2%

−21.9%Worst drop · 1Y−8.5%

21.0%Volatility · 1Y12.9%

0.6%Yield0.9%

$46.2MAssets$89.2B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, FCTR

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

FCTR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, FCTR

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

FCTR0.65%$65

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

FCTR$65 − $65 = −$0

KeptFee

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

Overlap: DFAC, FCTR

Today

19.3%most shared, DFAC and FCTR

DFACFCTR

DFAC—19.3%

FCTR19.3%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

FCTRWorst drop−21.9%21.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACFCTR

+11.2%Year to date−9.3%

0.9%Yield0.6%

+14.3%Past year−8.4%

0.21%Fee0.65%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026