DFAC vs HCMT

ADFAC

BHCMT

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

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 common58.4%DFAC and HCMT

DFAC

HCMT

Dimensional - US Core Equity 2 ETF · $89.2BDirexion HCM Tactical Enhanced US ETF · $565M

+23.2%3 years · per year$18,682 · $17,508+20.5%

+11.7%5 years · per year$17,417 · […][…]

0.21%Expense ratio$21 · $118 on $10k · lower wins1.18%

0.87%12-mo yield$87 · $50 on $10k0.50%

−8.5%Worst dropSmaller wins−15.6%

12.3%VolatilityLower wins29.6%

5–0DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · HCMT

5.3%NVDA5.2%

5.6%AAPL5.0%

4.8%MSFT4.0%

2.6%AMZN2.5%

Held in common58.4%

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%	$89.2B
2	BHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk		1.18%	0.50%	+1.3%	+1.7%	−2.5%	+20.5%	new	−15.6%	$565M

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%	$89.2B
2	BHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk		1.18%	0.50%	+1.3%	+1.7%	−2.5%	+20.5%	new	−15.6%	$565M

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 HCMT

DFAC

Dimensional - US Core Equity 2

$17,417

HCMT

Direxion HCM Tactical Enhanced US

[…]

MeasureDFACHCMT

Fee0.21%1.18%

Cost on $10k a year$21$118

Yield0.87%0.50%

5 years, per year+11.7%[…]

3 years, per year+23.2%+20.5%

Worst drop · 1Y−8.5%−15.6%

Volatility · 1Y12.3%29.6%

5–0measures won
DFAC first

58.4%

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, HCMT

Today

58.4%most shared, DFAC and HCMT

DFACHCMT

DFAC—58.4%

HCMT58.4%—

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

HCMT$50 − $118 = −$68

KeptFee

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