DFAC vs XTR

ADFAC

BXTR

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income16.52%XTR · $1,652 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 · $85.6BGlobal X S&P 500 Tail Risk ETF · $5M

+21.2%3 years · per year$17,787 · $16,426+18.0%

+11.0%5 years · per year$16,820 · $15,228+8.8%

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

0.88%12-mo yield$88 · $1,652 on $10k16.52%

−8.5%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.3%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · XTR

5.9%AAPL7.8%

5.0%MSFT6.1%

4.9%NVDA7.0%

2.7%AMZN4.0%

Held in common68.7%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

End-of-day Nov 9, 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

$16,820

XTR

Global X S&P 500 Tail Risk

$15,228

MeasureDFACXTR

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.88%16.52%

5 years, per year+11.0%+8.8%

3 years, per year+21.2%+18.0%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y13.1%12.3%

3–2measures won
DFAC first

68.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, XTR, IWF

Today

68.7%most shared, DFAC and XTR

DFACXTRIWF

DFAC—68.7%40.3%

XTR68.7%—55.4%

IWF40.3%55.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,627most kept, XTR

XTR$1,652 − $25 = $1,627

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee