DFAC vs LCTU

ADFAC

BLCTU

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · LCTU $16,382

Lowest cost0.21%DFAC · $21 on $10k

Most income0.98%LCTU · $98 on $10k

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

Held in common55.3%DFAC and LCTU

DFAC

LCTU

Dimensional - US Core Equity 2 ETF · $87.7BiShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B

+21.2%3 years · per year$17,787 · $17,777+21.1%

+11.0%5 years · per year$16,820 · $16,382+10.4%

0.21%Expense ratio$21 · $30 on $10k · lower wins0.30%

0.88%12-mo yield$88 · $98 on $10k0.98%

−8.5%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins13.8%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · LCTU

5.9%AAPL7.7%

5.0%MSFT5.4%

4.9%NVDA6.8%

2.7%AMZN3.3%

Held in common55.3%

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

Both

5Y2 funds

#			Trend
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	BLCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	0.98%	+2.5%	+9.8%	+11.8%	+21.1%	+10.4%	−9.4%	$1.2B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	BLCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	0.98%	+2.5%	+9.8%	+11.8%	+21.1%	+10.4%	−9.4%	$1.2B

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 LCTU

DFAC

Dimensional - US Core Equity 2

$16,820

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,382

MeasureDFACLCTU

Fee0.21%0.30%

Cost on $10k a year$21$30

Yield0.88%0.98%

5 years, per year+11.0%+10.4%

3 years, per year+21.2%+21.1%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y13.1%13.8%

5–1measures won
DFAC first

55.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, LCTU

Today

55.3%most shared, DFAC and LCTU

DFACLCTU

DFAC—55.3%

LCTU55.3%—

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

Income After Fees on $10,000

$68most kept, LCTU

LCTU$98 − $30 = $68

DFAC$88 − $21 = $67

KeptFee

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