DFAC vs XCLR

ADFAC

BXCLR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,803VTV · DFAC $16,689

Lowest cost0.03%VTV · $3 on $10k

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

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common[…]DFAC and XCLR

Dimensional - US Core Equity 2 ETF · $87.7BGlobal X - S&P 500 Collar 95-110 ETF · $4M

+20.5%3 years · per year$17,492 · $15,215+15.0%

+10.8%5 years · per year$16,689 · $14,709+8.0%

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

0.88%12-mo yield$88 · $1,248 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,689

XCLR

Global X - S&P 500 Collar 95-110

$14,709

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
3	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

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
3	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

Loading…