DFAC vs XTR

ADFAC

BXTR

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · XTR $15,645

Lowest cost0.21%DFAC · $21 on $10k

Most income16.26%XTR · $1,626 on $10k

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

Held in common68.7%DFAC and XTR

DFAC

XTR

Dimensional - US Core Equity 2 ETF · $89.2BGlobal X S&P 500 Tail Risk ETF · $5M

+23.2%3 years · per year$18,682 · $17,162+19.7%

+11.7%5 years · per year$17,417 · $15,645+9.4%

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

0.87%12-mo yield$87 · $1,626 on $10k16.26%

−8.5%Worst dropSmaller wins−8.5%

12.3%VolatilityLower wins11.8%

3–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · XTR

5.6%AAPL7.4%

5.3%NVDA7.6%

4.8%MSFT5.9%

2.6%AMZN3.8%

Held in common68.7%

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%	$89.2B
2	BXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.26%	+1.3%	+9.4%	+9.3%	+19.7%	+9.4%	−8.5%	$5M

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%	$89.2B
2	BXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.26%	+1.3%	+9.4%	+9.3%	+19.7%	+9.4%	−8.5%	$5M

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 XTR

DFAC

Dimensional - US Core Equity 2

$17,417

XTR

Global X S&P 500 Tail Risk

$15,645

MeasureDFACXTR

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.87%16.26%

5 years, per year+11.7%+9.4%

3 years, per year+23.2%+19.7%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y12.3%11.8%

3–2measures won
DFAC first

68.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, XTR

Today

68.7%most shared, DFAC and XTR

DFACXTR

DFAC—68.7%

XTR68.7%—

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

Income After Fees on $10,000

$1,601most kept, XTR

XTR$1,626 − $25 = $1,601

DFAC$87 − $21 = $66

KeptFee

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