BTAL vs DFAC

ABTAL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income2.70%BTAL · $270 on $10k

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

Held in common16.3%BTAL and DFAC

BTAL

DFAC

AGF U.S. Market Neutral Anti-Beta Fund · $363MDimensional - US Core Equity 2 ETF · $85.7B

−11.1%3 years · per year$7,022 · $17,722+21.0%

−2.1%5 years · per year$8,983 · $16,525+10.6%

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

2.70%12-mo yield$270 · $90 on $10k0.90%

−29.2%Worst dropSmaller wins−8.5%

24.3%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · DFAC

3.2%JNJ0.9%

3.8%BRK-B0.9%

2.8%CSCO0.5%

3.4%ABBV0.5%

Held in common16.3%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

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

BTAL vs DFAC

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,983

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureBTALDFAC

Fee1.53%0.21%

Cost on $10k a year$153$21

Yield2.70%0.90%

5 years, per year−2.1%+10.6%

3 years, per year−11.1%+21.0%

Worst drop · 1Y−29.2%−8.5%

Volatility · 1Y24.3%12.9%

5–1measures won
DFAC first

16.3%

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$59.1B

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: BTAL, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

BTALDFACIWF

BTAL—16.3%5.4%

DFAC16.3%—40.2%

IWF5.4%40.2%—

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

Income After Fees on $10,000

$117most kept, BTAL

BTAL$270 − $153 = $117

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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