Compare · 2 funds side by side · dividends reinvested

DFAC and FPX

DFACDimensional×FPXFirst 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 FPX, 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%$85.7B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.20%−3.6%−3.3%+27.3%+4.3%−23.6%27.1%$1.3B1.9

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 · FPX 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

FPX

First Trust US Equity Opportunities ETF · $1.3B$12,364

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

DFACMeasureFPX

+11.2%Year to dateJan 1 → Nov 5−3.6%

+14.3%1 yearTotal return−3.3%

+21.2%3 years · per year$10,000 became $17,812 · $20,642+27.3%

+10.6%5 years · per year$10,000 became $16,526 · $12,364+4.3%

0.21%Expense ratio$21 · $57 a year on $10k · lower is better0.57%

0.90%Trailing 12-mo yield$90 · $20 a year on $10k0.20%

−8.5%Worst dropSmaller is better−23.6%

12.9%VolatilityLower is calmer27.1%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs FPX: Top 5 Holdings

Today

DFAC

20.5%in top 5

FPX

in top 533.1%

DFACStockFPX

not top 5LLY9.4%

not top 5SPCX8.7%

not top 5GEV7.0%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

not top 5SNDK4.5%

not top 5STX3.6%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common4.3%

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

DFAC vs FPX Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

FPXFirst Trust

+4.3%

5 years, per year

DFACFPXFaded: behind in that period

3–1DFAC wins

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

DFAC vs FPX

YTD

DimensionalDFAC

+11.2%

FPXFirst Trust

−3.6%

+11.2%Year to date−3.6%

−8.5%Worst drop · 1Y−23.6%

12.9%Volatility · 1Y27.1%

0.9%Yield0.2%

$85.7BAssets$1.3B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, FPX

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

FPX0.57%$57

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

Yields: DFAC, FPX

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

FPX0.20%$20

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

FPX$20 − $57 = −$37

KeptFee

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

Overlap: DFAC, FPX

Today

4.3%most shared, DFAC and FPX

DFACFPX

DFAC—4.3%

FPX4.3%—

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

FPXWorst drop−23.6%27.1% vol

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

Paid More vs Made More

YTD

DFACFPX

+11.2%Year to date−3.6%

0.9%Yield0.2%

+14.3%Past year−3.3%

0.21%Fee0.57%

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%

$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