DFAC vs FEX

ADFAC

BFEX

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · FEX $15,766

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common34.8%DFAC and FEX

DFAC

FEX

Dimensional - US Core Equity 2 ETF · $85.7BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+21.0%3 years · per year$17,722 · $17,609+20.8%

+10.6%5 years · per year$16,525 · $15,766+9.5%

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 wins13.3%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · FEX

0.9%BRK-B0.5%

0.7%CVX0.5%

1.3%LLY0.4%

0.4%AMGN0.4%

Held in common34.8%

End-of-day Nov 6, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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

$16,525

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

MeasureDFACFEX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.90%1.03%

5 years, per year+10.6%+9.5%

3 years, per year+21.0%+20.8%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.9%13.3%

4–2measures won
DFAC first

34.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, FEX, VO

Today

42.9%most shared, FEX and VO

DFACFEXVO

DFAC—34.8%19.7%

FEX34.8%—42.9%

VO19.7%42.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

FEX$103 − $57 = $46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee