FCFY vs DFAC

AFCFY

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income1.23%FCFY · $123 on $10k

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

Held in common8.3%FCFY and DFAC

FCFY

DFAC

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MDimensional - US Core Equity 2 ETF · $89.2B

+20.4%3 years · per year$17,437 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

1.23%12-mo yield$123 · $87 on $10k0.87%

−11.9%Worst dropSmaller wins−8.5%

16.7%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCFY · DFAC

0.5%WFC0.3%

1.7%IBM0.3%

0.5%GILD0.3%

1.4%QCOM0.3%

Held in common8.3%

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	BDFAC	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	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	0.0%	+13.5%	+18.3%	+20.4%	new	−11.9%	$2M

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	BDFAC	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	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	0.0%	+13.5%	+18.3%	+20.4%	new	−11.9%	$2M

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

FCFY vs DFAC

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFCFYDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.23%0.87%

5 years, per year[…]+11.7%

3 years, per year+20.4%+23.2%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y16.7%12.3%

4–1measures won
DFAC first

8.3%

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: FCFY, DFAC

Today

8.3%most shared, FCFY and DFAC

FCFYDFAC

FCFY—8.3%

DFAC8.3%—

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

FCFY$123 − $60 = $63

KeptFee

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