DFAC vs FTXG

ADFAC

BFTXG

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · FTXG $10,507

Lowest cost0.21%DFAC · $21 on $10k

Most income2.36%FTXG · $236 on $10k

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

Held in common2.0%DFAC and FTXG

DFAC

FTXG

Dimensional - US Core Equity 2 ETF · $85.6BFirst Trust Nasdaq Food & Beverage ETF · $35M

+21.0%3 years · per year$17,722 · $11,090+3.5%

+10.6%5 years · per year$16,525 · $10,507+1.0%

0.21%Expense ratio$21 · $60 on $10k · lower wins0.60%

0.90%12-mo yield$90 · $236 on $10k2.36%

−8.5%Worst dropSmaller wins−11.0%

12.9%VolatilityLower wins15.8%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · FTXG

0.5%KO8.7%

0.3%PEP8.2%

0.1%MDLZ8.7%

0.1%MNST4.2%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
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%	$85.6B
2	BFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$35M

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$35M

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 FTXG

DFAC

Dimensional - US Core Equity 2

$16,525

FTXG

First Trust Nasdaq Food & Beverage

$10,508

MeasureDFACFTXG

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.90%2.36%

5 years, per year+10.6%+1.0%

3 years, per year+21.0%+3.5%

Worst drop · 1Y−8.5%−11.0%

Volatility · 1Y12.9%15.8%

5–1measures won
DFAC first

2.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, FTXG

Today

2.0%most shared, DFAC and FTXG

DFACFTXG

DFAC—2.0%

FTXG2.0%—

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

Income After Fees on $10,000

$176most kept, FTXG

FTXG$236 − $60 = $176

DFAC$90 − $21 = $69

KeptFee

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