DFAC vs FEX

ADFAC

BFEX

Measures won1–3FEX wins · of 6 · 5Y

$10,000 · 5Y$16,562FEX · DFAC $16,526

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 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 · $85.7BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+21.2%3 years · per year$17,812 · $18,539+22.8%

+10.6%5 years · per year$16,526 · $16,562+10.6%

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

0.90%12-mo yield$90 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−6.6%

12.9%VolatilityLower wins12.9%

1–3FEX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · FEX

0.8%BRK-B0.5%

0.7%CVX0.5%

1.3%LLY0.4%

0.4%AMGN0.4%

Held in common34.9%

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

All Three

5Y3 funds

#
1	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

All Three

5Y3 funds

#
1	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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 FEX

DFAC

Dimensional - US Core Equity 2

$16,526

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

MeasureDFACFEX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.90%1.03%

5 years, per year+10.6%+10.6%

3 years, per year+21.2%+22.8%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.9%12.9%

3–1measures won
FEX first

34.9%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, FEX, IJH

Today

34.9%most shared, DFAC and FEX

DFACFEXIJH

DFAC—34.9%11.4%

FEX34.9%—7.2%

IJH11.4%7.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

FEX$103 − $57 = $46

KeptFee

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