CRTC vs DFAC

ACRTC

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.99%CRTC · $99 on $10k

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

Held in common29.5%CRTC and DFAC

CRTC

DFAC

Xtrackers US National Critical Technologies ETF · $156MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

0.99%12-mo yield$99 · $90 on $10k0.90%

−9.1%Worst dropSmaller wins−8.5%

15.1%VolatilityLower wins12.9%

1–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCRTC · DFAC

6.8%MSFT5.0%

4.8%NVDA5.1%

5.4%AMZN2.7%

5.0%META1.9%

Held in common29.5%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	ACRTC	Xtrackers US National Critical Technologies ETFRead Desk		0.35%	0.99%	−4.4%	+6.1%	+6.6%	new	new	−9.1%	$156M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	ACRTC	Xtrackers US National Critical Technologies ETFRead Desk		0.35%	0.99%	−4.4%	+6.1%	+6.6%	new	new	−9.1%	$156M

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

Cards for this view

CRTC vs DFAC

CRTC

Xtrackers US National Critical Technologies

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCRTCDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield0.99%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−9.1%−8.5%

Volatility · 1Y15.1%12.9%

3–1measures won
DFAC first

29.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CRTC, DFAC

Today

29.5%most shared, CRTC and DFAC

CRTCDFAC

CRTC—29.5%

DFAC29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CRTC$99 − $35 = $64

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee