Compare · 2 funds side by side · dividends reinvested

FCFY and DFAC

FCFYFirst Trust×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

FCFY 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%$87.6B1.4

First Trust S&P 500 Diversified Free Cash Flow ETFUS Stock Styles · Large cap0.60%1.21%+15.3%+19.5%+21.2%[…]−11.9%16.6%$2M1.6

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: FCFY 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Diversified Free Cash Flow ETF · $2M[…]

FCFY

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

FCFYMeasureDFAC

+15.3%Year to dateJan 1 → Nov 3+14.1%

+19.5%1 yearTotal return+16.0%

+21.2%3 years · per year$10,000 became $17,812 · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.60%Expense ratio$60 · $21 a year on $10k · lower is better0.21%

1.21%Trailing 12-mo yield$121 · $88 a year on $10k0.88%

−11.9%Worst dropSmaller is better−8.5%

16.6%VolatilityLower is calmer12.2%

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

3–4DFAC wins

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

More Ways to See the Pairs

FCFY vs DFAC: Top 5 Holdings

Today

FCFY

18.6%in top 5

DFAC

in top 519.9%

FCFYStockDFAC

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

3.9%GDDYnot top 5

3.8%ACNnot top 5

3.7%INTUnot top 5

3.7%CMCSAnot top 5

3.5%ADBEnot top 5

not top 5AMZN2.5%

not top 5META1.9%

Held in common8.4%

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

FCFY vs DFAC Returns, Every Period

First TrustFCFY

+19.5%

past year

DFACDimensional

+16.0%

past year

FCFYDFACFaded: behind in that period

2–1FCFY wins

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

FCFY vs DFAC

YTD

First TrustFCFY

+15.3%

DFACDimensional

+14.1%

+15.3%Year to date+14.1%

−11.9%Worst drop · 1Y−8.5%

16.6%Volatility · 1Y12.2%

1.2%Yield0.9%

$1.6MAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: FCFY, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

FCFY0.60%$60

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

Yields: FCFY, DFAC

1.21%highest, FCFY

FundTrailing yieldYield$10k

FCFY1.21%$121

DFAC0.88%$88

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

FCFY$121 − $60 = $61

KeptFee

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

Overlap: FCFY, DFAC

Today

8.4%most shared, FCFY and DFAC

FCFYDFAC

FCFY—8.4%

DFAC8.4%—

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

Return vs Bumpiness: 2 ETFs

+19.5%FCFY, at 16.6% volatility

DFACWorst drop−8.5%12.2% vol

FCFYWorst drop−11.9%16.6% vol

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

Paid More vs Made More

YTD

FCFYDFAC

+15.3%Year to date+14.1%

1.2%Yield0.9%

+19.5%Past year+16.0%

0.60%Fee0.21%

3–1FCFY 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