DFAC vs FCTR

ADFAC

BFCTR

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · FCTR $9,470

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common19.3%DFAC and FCTR

DFAC

FCTR

Dimensional - US Core Equity 2 ETF · $89.2BFirst Trust Lunt U.S. Factor Rotation ETF · $46M

+21.2%3 years · per year$17,812 · $14,226+12.5%

+10.6%5 years · per year$16,526 · $9,470−1.1%

0.21%Expense ratio$21 · $65 on $10k · lower wins0.65%

0.90%12-mo yield$90 · $65 on $10k0.65%

−8.5%Worst dropSmaller wins−21.9%

12.9%VolatilityLower wins21.0%

6–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · FCTR

0.8%V1.2%

0.7%MA1.2%

0.9%JNJ0.6%

0.6%PG0.8%

Held in common19.3%

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	ADFAC	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	BFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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	ADFAC	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	BFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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

DFAC vs FCTR

DFAC

Dimensional - US Core Equity 2

$16,526

FCTR

First Trust Lunt U.S. Factor Rotation

$9,470

MeasureDFACFCTR

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.90%0.65%

5 years, per year+10.6%−1.1%

3 years, per year+21.2%+12.5%

Worst drop · 1Y−8.5%−21.9%

Volatility · 1Y12.9%21.0%

6–0measures won
DFAC first

19.3%

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: DFAC, FCTR

Today

19.3%most shared, DFAC and FCTR

DFACFCTR

DFAC—19.3%

FCTR19.3%—

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

FCTR$65 − $65 = −$0

KeptFee

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