DFAC vs FEX

ADFAC

BFEX

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · FEX $16,562

Lowest cost0.21%DFAC · $21 on $10k

Most income0.99%FEX · $99 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common34.9%DFAC and FEX

DFAC

FEX

Dimensional - US Core Equity 2 ETF · $87.6BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+23.2%3 years · per year$18,682 · $18,539+22.8%

+11.7%5 years · per year$17,417 · $16,562+10.6%

0.21%Expense ratio$21 · $57 on $10k · lower wins0.57%

0.87%12-mo yield$87 · $99 on $10k0.99%

−8.5%Worst dropSmaller wins−6.6%

12.3%VolatilityLower wins12.9%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · FEX

0.8%BRK-B0.5%

0.7%CVX0.5%

1.3%LLY0.4%

5.3%NVDA0.4%

Held in common34.9%

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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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 FEX

DFAC

Dimensional - US Core Equity 2

$17,417

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

MeasureDFACFEX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.87%0.99%

5 years, per year+11.7%+10.6%

3 years, per year+23.2%+22.8%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.3%12.9%

4–2measures won
DFAC first

34.9%

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, FEX

Today

34.9%most shared, DFAC and FEX

DFACFEX

DFAC—34.9%

FEX34.9%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

FEX$99 − $57 = $42

KeptFee

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