FEX vs DFAC

AFEX

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%FEX · $103 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 · $85.6B

+20.8%3 years · per year$17,609 · $17,722+21.0%

+9.5%5 years · per year$15,766 · $16,525+10.6%

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

1.03%12-mo yield$103 · $90 on $10k0.90%

−6.6%Worst dropSmaller wins−8.5%

13.3%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BDFAC	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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDFAC	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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

FEX vs DFAC

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureFEXDFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield1.03%0.90%

5 years, per year+9.5%+10.6%

3 years, per year+20.8%+21.0%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y13.3%12.9%

4–2measures won
DFAC first

34.8%

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: FEX, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

FEXDFACIWFVUG

FEX—34.8%15.4%13.3%

DFAC34.8%—40.2%35.7%

IWF15.4%40.2%—78.0%

VUG13.3%35.7%78.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

FEX$103 − $57 = $46

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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