DFAC vs XCLR

ADFAC

BXCLR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · XCLR $14,709

Lowest cost0.21%DFAC · $21 on $10k

Most income12.48%XCLR · $1,248 on $10k

Smallest drop−8.3%XCLR · worst fall in 1Y

Held in common[…]DFAC and XCLR

DFAC

XCLR

Dimensional - US Core Equity 2 ETF · $85.6BGlobal X - S&P 500 Collar 95-110 ETF · $4M

+21.0%3 years · per year$17,722 · $15,215+15.0%

+10.6%5 years · per year$16,525 · $14,709+8.0%

0.21%Expense ratio$21 · $25 on $10k · lower wins0.25%

0.90%12-mo yield$90 · $1,248 on $10k12.48%

−8.5%Worst dropSmaller wins−8.3%

12.9%VolatilityLower wins8.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · XCLR

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

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	BXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

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 XCLR

DFAC

Dimensional - US Core Equity 2

$16,525

XCLR

Global X - S&P 500 Collar 95-110

$14,709

MeasureDFACXCLR

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.90%12.48%

5 years, per year+10.6%+8.0%

3 years, per year+21.0%+15.0%

Worst drop · 1Y−8.5%−8.3%

Volatility · 1Y12.9%8.7%

3–3measures won
level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, XCLR

Today

[…]holdings […]

DFACXCLR

DFAC—[…]

XCLR[…]—

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

DFAC$90 − $21 = $69

KeptFee

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