FITE vs DFAC

AFITE

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$20,728FITE · DFAC $16,976

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 common4.1%FITE and DFAC

FITE

DFAC

State Street SPDR S&P Kensho Future Security ETF · $151MDimensional - US Core Equity 2 ETF · $87.6B

+34.7%3 years · per year$24,429 · $18,595+23.0%

+15.7%5 years · per year$20,728 · $16,976+11.2%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

0.11%12-mo yield$11 · $88 on $10k0.88%

−15.3%Worst dropSmaller wins−8.5%

28.8%VolatilityLower wins12.2%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · DFAC

1.2%AVGO1.1%

1.1%CSCO0.5%

1.4%RTX0.3%

1.5%LMT0.2%

Held in common4.1%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	+1.0%	+27.9%	+23.2%	+34.7%	+15.7%	−15.3%	$151M
2	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

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	+1.0%	+27.9%	+23.2%	+34.7%	+15.7%	−15.3%	$151M
2	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

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

FITE vs DFAC

FITE

SPDR S&P Kensho Future Security

$20,728

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureFITEDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.11%0.88%

5 years, per year+15.7%+11.2%

3 years, per year+34.7%+23.0%

Worst drop · 1Y−15.3%−8.5%

Volatility · 1Y28.8%12.2%

4–2measures won
DFAC first

4.1%

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: FITE, DFAC

Today

4.1%most shared, FITE and DFAC

FITEDFAC

FITE—4.1%

DFAC4.1%—

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

FITE$11 − $45 = −$34

KeptFee

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