FCFY vs DFAC

AFCFY

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · DFAC $16,820

Lowest cost0.03%VOO · $3 on $10k

Most income1.23%FCFY · $123 on $10k

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

Held in common8.5%FCFY and DFAC

FCFY

DFAC

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MDimensional - US Core Equity 2 ETF · $85.6B

+19.4%3 years · per year$17,013 · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

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

1.23%12-mo yield$123 · $88 on $10k0.88%

−11.9%Worst dropSmaller wins−8.5%

17.0%VolatilityLower wins13.1%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCFY · DFAC

0.5%WFC0.3%

1.7%IBM0.3%

0.5%GILD0.3%

1.4%QCOM0.3%

Held in common8.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BDFAC	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
3	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk	0.60%	1.23%	+0.6%	+14.2%	+20.6%	+19.4%	new	−11.9%	$2M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BDFAC	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
3	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk	0.60%	1.23%	+0.6%	+14.2%	+20.6%	+19.4%	new	−11.9%	$2M

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

FCFY vs DFAC

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureFCFYDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.23%0.88%

5 years, per year[…]+11.0%

3 years, per year+19.4%+21.2%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y17.0%13.1%

4–1measures won
DFAC first

8.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: FCFY, DFAC, VOO

Today

67.4%most shared, DFAC and VOO

FCFYDFACVOO

FCFY—8.5%7.4%

DFAC8.5%—67.4%

VOO7.4%67.4%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

FCFY$123 − $60 = $63

KeptFee

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