DFAC vs FITE

ADFAC

BFITE

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common4.1%DFAC and FITE

DFAC

FITE

Dimensional - US Core Equity 2 ETF · $89.2BState Street SPDR S&P Kensho Future Security ETF · $153M

+23.2%3 years · per year$18,682 · $23,859+33.6%

+11.7%5 years · per year$17,417 · $20,557+15.5%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.87%12-mo yield$87 · $11 on $10k0.11%

−8.5%Worst dropSmaller wins−15.3%

12.3%VolatilityLower wins28.8%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · FITE

1.2%AVGO1.2%

0.5%CSCO1.1%

0.3%RTX1.5%

0.2%LMT1.6%

Held in common4.1%

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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 FITE

DFAC

Dimensional - US Core Equity 2

$17,417

FITE

SPDR S&P Kensho Future Security

$20,557

MeasureDFACFITE

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.87%0.11%

5 years, per year+11.7%+15.5%

3 years, per year+23.2%+33.6%

Worst drop · 1Y−8.5%−15.3%

Volatility · 1Y12.3%28.8%

4–2measures won
DFAC first

4.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, FITE

Today

4.1%most shared, DFAC and FITE

DFACFITE

DFAC—4.1%

FITE4.1%—

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

FITE$11 − $45 = −$34

KeptFee

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