FEX vs DFAC

AFEX

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · FEX $16,069

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common34.8%FEX and DFAC

FEX

DFAC

First Trust Large Cap Core AlphaDEX Fund · $1.6BDimensional - US Core Equity 2 ETF · $87.7B

+20.8%3 years · per year$17,641 · $17,787+21.2%

+10.0%5 years · per year$16,069 · $16,820+11.0%

0.57%Expense ratio$57 · $21 on $10k · lower wins0.21%

1.01%12-mo yield$101 · $88 on $10k0.88%

−6.6%Worst dropSmaller wins−8.5%

13.5%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · DFAC

0.5%BRK-B0.9%

0.5%CVX0.7%

0.4%LLY1.3%

0.4%AMGN0.4%

Held in common34.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

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

FEX vs DFAC

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,069

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureFEXDFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield1.01%0.88%

5 years, per year+10.0%+11.0%

3 years, per year+20.8%+21.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y13.5%13.1%

4–2measures won
DFAC first

34.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

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

Overlap: FEX, DFAC, IJH

Today

34.8%most shared, FEX and DFAC

FEXDFACIJH

FEX—34.8%7.3%

DFAC34.8%—11.4%

IJH7.3%11.4%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

FEX$101 − $57 = $44

KeptFee

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