Compare · 3 funds side by side · dividends reinvested

FCTR, DFAC and VOO

FCTRFirst Trust×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FCTR, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.65%−10.5%−10.7%+11.9%−1.4%−22.9%21.0%$45M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FCTR 2018 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

FCTR

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,336

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

DFACMeasureFCTR

+11.4%Year to dateJan 1 → Nov 6−10.5%

+13.8%1 yearTotal return−10.7%

+21.0%3 years · per year$10,000 became $17,722 · $14,020+11.9%

+10.6%5 years · per year$10,000 became $16,525 · $9,336−1.4%

0.21%Expense ratio$21 · $65 a year on $10k · lower is better0.65%

0.90%Trailing 12-mo yield$90 · $65 a year on $10k0.65%

−8.5%Worst dropSmaller is better−22.9%

12.9%VolatilityLower is calmer21.0%

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

8–0DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs FCTR: Top 5 Holdings

Today

DFAC

20.4%in top 5

FCTR

in top 57.5%

DFACStockFCTR

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5CHTR1.9%

not top 5INTU1.7%

not top 5FISV1.5%

not top 5V1.2%

not top 5VLTO1.2%

Held in common19.5%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs FCTR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

FCTRFirst Trust

−1.4%

5 years, per year

DFACFCTRFaded: behind in that period

4–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+11.4%

VOOVanguard

+8.7%

+11.4%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.5%

0.9%Yield1.1%

$85.6BAssets$1.00T

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCTR, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

FCTR0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FCTR, DFAC, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

FCTR0.65%$65

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

FCTR$65 − $65 = $0

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FCTR, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

FCTRDFACVOO

FCTR—19.5%19.0%

DFAC19.5%—67.3%

VOO19.0%67.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

FCTRWorst drop−22.9%21.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+8.7%Year to date+11.4%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026