DFAC vs ALTL

ADFAC

BALTL

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · ALTL $9,697

Lowest cost0.21%DFAC · $21 on $10k

Most income1.51%ALTL · $151 on $10k

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

Held in common13.1%DFAC and ALTL

DFAC

ALTL

Dimensional - US Core Equity 2 ETF · $87.6BPacer Lunt Large Cap Alternator ETF · $71M

+23.2%3 years · per year$18,682 · $12,936+9.0%

+11.7%5 years · per year$17,417 · $9,697−0.6%

0.21%Expense ratio$21 · $60 on $10k · lower wins0.60%

0.87%12-mo yield$87 · $151 on $10k1.51%

−8.5%Worst dropSmaller wins−25.6%

12.3%VolatilityLower wins23.4%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · ALTL

0.9%JNJ1.1%

0.8%BRK-B1.5%

0.8%V1.1%

1.1%JPM0.8%

Held in common13.1%

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	ADFAC	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	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.51%	+2.1%	−8.3%	−11.1%	+9.0%	−0.6%	−25.6%	$71M

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	ADFAC	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	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk		0.60%	1.51%	+2.1%	−8.3%	−11.1%	+9.0%	−0.6%	−25.6%	$71M

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

DFAC vs ALTL

DFAC

Dimensional - US Core Equity 2

$17,417

ALTL

Pacer Lunt Large Cap Alternator

$9,697

MeasureDFACALTL

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.87%1.51%

5 years, per year+11.7%−0.6%

3 years, per year+23.2%+9.0%

Worst drop · 1Y−8.5%−25.6%

Volatility · 1Y12.3%23.4%

5–1measures won
DFAC first

13.1%

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: DFAC, ALTL

Today

13.1%most shared, DFAC and ALTL

DFACALTL

DFAC—13.1%

ALTL13.1%—

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

Income After Fees on $10,000

$91most kept, ALTL

ALTL$151 − $60 = $91

DFAC$87 − $21 = $66

KeptFee

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