DFAC vs XME

ADFAC

BXME

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$21,488XME · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 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 · $85.7BState Street SPDR S&P Metals & Mining ETF · $3.6B

+21.2%3 years · per year$17,812 · $18,551+22.9%

+10.6%5 years · per year$16,526 · $21,488+16.5%

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

0.90%12-mo yield$90 · $38 on $10k0.38%

−8.5%Worst dropSmaller wins−31.8%

12.9%VolatilityLower wins37.6%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · XME

0.2%NEM5.4%

0.1%NUE6.1%

0.1%FCX4.8%

0.1%RS6.6%

Held in common1.0%

End-of-day Nov 5, 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	BXME	State Street SPDR S&P Metals & Mining ETFRead Desk	0.35%	0.38%	−5.6%	−12.6%	+0.7%	+22.9%	+16.5%	−31.8%	$3.6B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	BXME	State Street SPDR S&P Metals & Mining ETFRead Desk	0.35%	0.38%	−5.6%	−12.6%	+0.7%	+22.9%	+16.5%	−31.8%	$3.6B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$16,526

XME

SPDR S&P Metals & Mining

$21,488

MeasureDFACXME

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.90%0.38%

5 years, per year+10.6%+16.5%

3 years, per year+21.2%+22.9%

Worst drop · 1Y−8.5%−31.8%

Volatility · 1Y12.9%37.6%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, XME, VUG

Today

36.2%most shared, DFAC and VUG

DFACXMEVUG

DFAC—1.0%36.2%

XME1.0%—0.0%

VUG36.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

XME$38 − $35 = $3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee