DFAC vs ALTL

ADFAC

BALTL

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.52%ALTL · $152 on $10k

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

Held in common13.2%DFAC and ALTL

DFAC

ALTL

Dimensional - US Core Equity 2 ETF · $85.6BPacer Lunt Large Cap Alternator ETF · $71M

+21.2%3 years · per year$17,787 · $12,580+8.0%

+11.0%5 years · per year$16,820 · $9,295−1.5%

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

0.88%12-mo yield$88 · $152 on $10k1.52%

−8.5%Worst dropSmaller wins−25.6%

13.1%VolatilityLower wins23.2%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · ALTL

0.9%JNJ1.1%

0.9%BRK-B1.5%

1.1%JPM0.8%

0.8%V1.1%

Held in common13.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk	0.60%	1.52%	+1.2%	−9.1%	−9.2%	+8.0%	−1.5%	−25.6%	$71M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BALTL	Pacer Lunt Large Cap Alternator ETFRead Desk	0.60%	1.52%	+1.2%	−9.1%	−9.2%	+8.0%	−1.5%	−25.6%	$71M

End-of-day Nov 9, 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

$16,820

ALTL

Pacer Lunt Large Cap Alternator

$9,295

MeasureDFACALTL

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.88%1.52%

5 years, per year+11.0%−1.5%

3 years, per year+21.2%+8.0%

Worst drop · 1Y−8.5%−25.6%

Volatility · 1Y13.1%23.2%

5–1measures won
DFAC first

13.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, ALTL, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFACALTLVUGIWF

DFAC—13.2%35.8%40.3%

ALTL13.2%—5.4%4.4%

VUG35.8%5.4%—78.1%

IWF40.3%4.4%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, ALTL

ALTL$152 − $60 = $92

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee