DFAC vs XTR

ADFAC

BXTR

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income16.82%XTR · $1,682 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

+21.0%3 years · per year$17,722 · $16,387+17.9%

+10.6%5 years · per year$16,525 · $14,971+8.4%

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

0.90%12-mo yield$90 · $1,682 on $10k16.82%

−8.5%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · XTR

5.9%AAPL7.8%

5.0%MSFT6.2%

4.8%NVDA6.9%

2.7%AMZN4.0%

Held in common68.7%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

End-of-day Nov 6, 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

$16,525

XTR

Global X S&P 500 Tail Risk

$14,971

MeasureDFACXTR

Fee0.21%0.25%

Cost on $10k a year$21$25

Yield0.90%16.82%

5 years, per year+10.6%+8.4%

3 years, per year+21.0%+17.9%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y12.9%12.3%

3–2measures won
DFAC first

68.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, XTR, VUG

Today

68.7%most shared, DFAC and XTR

DFACXTRVUG

DFAC—68.7%35.7%

XTR68.7%—54.2%

VUG35.7%54.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,657most kept, XTR

XTR$1,682 − $25 = $1,657

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee