AFLG vs DFAC

AAFLG

BDFAC

Measures won4–2AFLG wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · AFLG $17,366

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common44.9%AFLG and DFAC

AFLG

DFAC

First Trust Active Factor Large Cap ETF · $916MDimensional - US Core Equity 2 ETF · $87.6B

+23.9%3 years · per year$18,999 · $18,595+23.0%

+11.7%5 years · per year$17,366 · $16,976+11.2%

0.55%Expense ratio$55 · $21 on $10k · lower wins0.21%

0.71%12-mo yield$71 · $88 on $10k0.88%

−8.2%Worst dropSmaller wins−8.5%

11.8%VolatilityLower wins12.2%

4–2AFLG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFLG · DFAC

6.9%AAPL5.7%

7.3%NVDA5.2%

4.3%MSFT4.7%

2.3%AMZN2.5%

Held in common44.9%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AAFLG	First Trust Active Factor Large Cap ETFRead Desk	0.55%	0.71%	−0.1%	+13.0%	+13.5%	+23.9%	+11.7%	−8.2%	$916M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AAFLG	First Trust Active Factor Large Cap ETFRead Desk	0.55%	0.71%	−0.1%	+13.0%	+13.5%	+23.9%	+11.7%	−8.2%	$916M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Cards for this view

AFLG vs DFAC

AFLG

First Trust Active Factor Large Cap

$17,366

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureAFLGDFAC

Fee0.55%0.21%

Cost on $10k a year$55$21

Yield0.71%0.88%

5 years, per year+11.7%+11.2%

3 years, per year+23.9%+23.0%

Worst drop · 1Y−8.2%−8.5%

Volatility · 1Y11.8%12.2%

4–2measures won
AFLG first

44.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: AFLG, DFAC, VTV

Today

44.9%most shared, AFLG and DFAC

AFLGDFACVTV

AFLG—44.9%24.1%

DFAC44.9%—38.0%

VTV24.1%38.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

AFLG$71 − $55 = $16

KeptFee

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