BTAL vs DFAC

ABTAL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · BTAL $8,910

Lowest cost0.21%DFAC · $21 on $10k

Most income2.74%BTAL · $274 on $10k

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

Held in common15.8%BTAL and DFAC

BTAL

DFAC

AGF U.S. Market Neutral Anti-Beta Fund · $337MDimensional - US Core Equity 2 ETF · $87.6B

−11.2%3 years · per year$6,995 · $18,682+23.2%

−2.3%5 years · per year$8,910 · $17,417+11.7%

1.53%Expense ratio$153 · $21 on $10k · lower wins0.21%

2.74%12-mo yield$274 · $87 on $10k0.87%

−29.2%Worst dropSmaller wins−8.5%

24.2%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · DFAC

4.1%JNJ0.9%

4.7%BRK-B0.8%

3.8%CSCO0.5%

4.4%ABBV0.5%

Held in common15.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.74%	−0.4%	−9.1%	−8.1%	−11.2%	−2.3%	−29.2%	$337M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.74%	−0.4%	−9.1%	−8.1%	−11.2%	−2.3%	−29.2%	$337M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs DFAC

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureBTALDFAC

Fee1.53%0.21%

Cost on $10k a year$153$21

Yield2.74%0.87%

5 years, per year−2.3%+11.7%

3 years, per year−11.2%+23.2%

Worst drop · 1Y−29.2%−8.5%

Volatility · 1Y24.2%12.3%

5–1measures won
DFAC first

15.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BTAL, DFAC

Today

15.8%most shared, BTAL and DFAC

BTALDFAC

BTAL—15.8%

DFAC15.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee