DFAC vs XME

ADFAC

BXME

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$22,393XME · DFAC $16,976

Lowest cost0.21%DFAC · $21 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common1.0%DFAC and XME

DFAC

XME

Dimensional - US Core Equity 2 ETF · $87.6BState Street SPDR S&P Metals & Mining ETF · $3.7B

+23.0%3 years · per year$18,595 · $19,885+25.8%

+11.2%5 years · per year$16,976 · $22,393+17.5%

0.21%Expense ratio$21 · $35 on $10k · lower wins0.35%

0.88%12-mo yield$88 · $36 on $10k0.36%

−8.5%Worst dropSmaller wins−27.6%

12.2%VolatilityLower wins37.5%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · XME

0.2%NEM4.9%

0.1%NUE6.0%

0.1%FCX4.8%

0.1%STLD5.9%

Held in common1.0%

End-of-day Nov 3, 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	BXME	State Street SPDR S&P Metals & Mining ETFRead Desk		0.35%	0.36%	−0.9%	−6.4%	+0.5%	+25.8%	+17.5%	−27.6%	$3.7B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXME	State Street SPDR S&P Metals & Mining ETFRead Desk		0.35%	0.36%	−0.9%	−6.4%	+0.5%	+25.8%	+17.5%	−27.6%	$3.7B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs XME

DFAC

Dimensional - US Core Equity 2

$16,976

XME

SPDR S&P Metals & Mining

$22,393

MeasureDFACXME

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.88%0.36%

5 years, per year+11.2%+17.5%

3 years, per year+23.0%+25.8%

Worst drop · 1Y−8.5%−27.6%

Volatility · 1Y12.2%37.5%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAC, XME

Today

1.0%most shared, DFAC and XME

DFACXME

DFAC—1.0%

XME1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

XME$36 − $35 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee