DFAC vs HCMT

ADFAC

BHCMT

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common58.7%DFAC and HCMT

DFAC

HCMT

Dimensional - US Core Equity 2 ETF · $87.7BDirexion HCM Tactical Enhanced US ETF · $542M

+21.2%3 years · per year$17,787 · $17,203+19.8%

+11.0%5 years · per year$16,820 · […][…]

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

0.88%12-mo yield$88 · $51 on $10k0.51%

−8.5%Worst dropSmaller wins−16.7%

13.1%VolatilityLower wins29.8%

5–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · HCMT

5.9%AAPL5.3%

4.9%NVDA4.8%

5.0%MSFT4.2%

2.7%AMZN2.7%

Held in common58.7%

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk	1.18%	0.51%	+2.7%	0.0%	+1.1%	+19.8%	new	−16.7%	$542M

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk	1.18%	0.51%	+2.7%	0.0%	+1.1%	+19.8%	new	−16.7%	$542M

End-of-day Nov 9, 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

$16,820

HCMT

Direxion HCM Tactical Enhanced US

[…]

MeasureDFACHCMT

Fee0.21%1.18%

Cost on $10k a year$21$118

Yield0.88%0.51%

5 years, per year+11.0%[…]

3 years, per year+21.2%+19.8%

Worst drop · 1Y−8.5%−16.7%

Volatility · 1Y13.1%29.8%

5–0measures won
DFAC first

58.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, HCMT, IWF

Today

58.7%most shared, DFAC and HCMT

DFACHCMTIWF

DFAC—58.7%40.3%

HCMT58.7%—39.0%

IWF40.3%39.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

HCMT$51 − $118 = −$67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee