DFAC vs EMOT

ADFAC

BEMOT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,892VTV · DFAC $16,748

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.3%DFAC and EMOT

Dimensional - US Core Equity 2 ETF · $87.4BFirst Trust S&P 500 Economic Moat ETF · $3M

+21.0%3 years · per year$17,728 · […][…]

+10.9%5 years · per year$16,748 · […][…]

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

0.87%12-mo yield$87 · $101 on $10k1.01%

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,748

EMOT

First Trust S&P 500 Economic Moat

[…]

MeasureDFACEMOT

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.87%1.01%

5 years, per year+10.9%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−9.2%

Volatility · 1Y13.0%12.4%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
3	BEMOT	First Trust S&P 500 Economic Moat ETFRead Desk	0.60%	1.01%	0.0%	+15.3%	+15.9%	new	new	−9.2%	$3M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
3	BEMOT	First Trust S&P 500 Economic Moat ETFRead Desk	0.60%	1.01%	0.0%	+15.3%	+15.9%	new	new	−9.2%	$3M

Loading…