DFAC vs XTAP

ADFAC

BXTAP

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · XTAP $17,089

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−1.7%XTAP · worst fall in 1Y

Held in common0.0%DFAC and XTAP

DFAC

XTAP

Dimensional - US Core Equity 2 ETF · $87.6BInnovator U.S. Equity Accelerated Plus ETF · $19M

+23.2%3 years · per year$18,682 · $16,503+18.2%

+11.7%5 years · per year$17,417 · $17,089+11.3%

0.21%Expense ratio$21 · $79 on $10k · lower wins0.79%

0.87%12-mo yield$87 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins−1.7%

12.3%VolatilityLower wins4.8%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · XTAP

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

Held in common0.0%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+0.8%	+16.0%	+18.2%	+18.2%	+11.3%	−1.7%	$19M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+0.8%	+16.0%	+18.2%	+18.2%	+11.3%	−1.7%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs XTAP

DFAC

Dimensional - US Core Equity 2

$17,417

XTAP

Innovator U.S. Equity Accelerated Plus

$17,089

MeasureDFACXTAP

Fee0.21%0.79%

Cost on $10k a year$21$79

Yield0.87%0.00%

5 years, per year+11.7%+11.3%

3 years, per year+23.2%+18.2%

Worst drop · 1Y−8.5%−1.7%

Volatility · 1Y12.3%4.8%

4–2measures won
DFAC first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, XTAP

Today

0.0%most shared, DFAC and XTAP

DFACXTAP

DFAC—0.0%

XTAP0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

XTAP$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee