FFLC vs DFAC

AFFLC

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,038FFLC · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.01%FFLC · $101 on $10k

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

Held in common34.7%FFLC and DFAC

FFLC

DFAC

Fidelity Fundamental Large Cap Core ETF · $1.2BDimensional - US Core Equity 2 ETF · $87.6B

+24.5%3 years · per year$19,283 · $18,682+23.2%

+16.0%5 years · per year$21,038 · $17,417+11.7%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

1.01%12-mo yield$101 · $87 on $10k0.87%

−10.0%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFFLC · DFAC

8.2%NVDA5.3%

6.2%MSFT4.8%

4.5%AAPL5.6%

4.9%AMZN2.6%

Held in common34.7%

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.01%	+1.8%	+11.6%	+12.5%	+24.5%	+16.0%	−10.0%	$1.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.01%	+1.8%	+11.6%	+12.5%	+24.5%	+16.0%	−10.0%	$1.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

FFLC vs DFAC

FFLC

Fidelity Fundamental Large Cap Core

$21,038

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFFLCDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.01%0.87%

5 years, per year+16.0%+11.7%

3 years, per year+24.5%+23.2%

Worst drop · 1Y−10.0%−8.5%

Volatility · 1Y13.8%12.3%

3–3measures won
level

34.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FFLC, DFAC

Today

34.7%most shared, FFLC and DFAC

FFLCDFAC

FFLC—34.7%

DFAC34.7%—

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

FFLC$101 − $38 = $63

KeptFee

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