FCTR vs DFAC

AFCTR

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · FCTR $9,646

Lowest cost0.21%DFAC · $21 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common14.7%FCTR and DFAC

FCTR

DFAC

First Trust Lunt U.S. Factor Rotation ETF · $45MDimensional - US Core Equity 2 ETF · $87.6B

+14.0%3 years · per year$14,818 · $18,595+23.0%

−0.7%5 years · per year$9,646 · $16,976+11.2%

0.65%Expense ratio$65 · $21 on $10k · lower wins0.21%

0.63%12-mo yield$63 · $88 on $10k0.88%

−21.3%Worst dropSmaller wins−8.5%

21.2%VolatilityLower wins12.2%

0–6DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · DFAC

1.6%MU1.0%

0.7%CVX0.7%

0.5%LLY1.3%

0.5%AVGO1.1%

Held in common14.7%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.63%	+1.6%	−7.2%	−9.5%	+14.0%	−0.7%	−21.3%	$45M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.63%	+1.6%	−7.2%	−9.5%	+14.0%	−0.7%	−21.3%	$45M

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

Cards for this view

FCTR vs DFAC

FCTR

First Trust Lunt U.S. Factor Rotation

$9,646

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureFCTRDFAC

Fee0.65%0.21%

Cost on $10k a year$65$21

Yield0.63%0.88%

5 years, per year−0.7%+11.2%

3 years, per year+14.0%+23.0%

Worst drop · 1Y−21.3%−8.5%

Volatility · 1Y21.2%12.2%

6–0measures won
DFAC first

14.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FCTR, DFAC

Today

14.7%most shared, FCTR and DFAC

FCTRDFAC

FCTR—14.7%

DFAC14.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

FCTR$63 − $65 = −$2

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee