AESR vs DFAC

AAESR

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,642AESR · DFAC $16,525

Lowest cost0.18%IWF · $18 on $10k

Most income21.33%AESR · $2,133 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common1.8%AESR and DFAC

AESR

DFAC

Anfield U.S. Equity Sector Rotation ETF · $234MDimensional - US Core Equity 2 ETF · $85.6B

+23.6%3 years · per year$18,895 · $17,722+21.0%

+10.7%5 years · per year$16,642 · $16,525+10.6%

0.97%Expense ratio$97 · $21 on $10k · lower wins0.21%

21.33%12-mo yield$2,133 · $90 on $10k0.90%

−13.0%Worst dropSmaller wins−8.5%

20.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAESR · DFAC

0.9%CSX0.2%

0.7%MPC0.2%

0.9%ROST0.2%

0.7%VLO0.2%

Held in common1.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk	0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$234M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk	0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$234M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs DFAC

AESR

Anfield U.S. Equity Sector Rotation

$16,642

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureAESRDFAC

Fee0.97%0.21%

Cost on $10k a year$97$21

Yield21.33%0.90%

5 years, per year+10.7%+10.6%

3 years, per year+23.6%+21.0%

Worst drop · 1Y−13.0%−8.5%

Volatility · 1Y20.4%12.9%

3–3measures won
level

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AESR, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

AESRDFACIWF

AESR—1.8%0.9%

DFAC1.8%—40.2%

IWF0.9%40.2%—

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

Income After Fees on $10,000

$2,036most kept, AESR

AESR$2,133 − $97 = $2,036

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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