FITE vs DFAC

AFITE

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 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 · $153MDimensional - US Core Equity 2 ETF · $89.2B

+33.6%3 years · per year$23,859 · $18,682+23.2%

+15.5%5 years · per year$20,557 · $17,417+11.7%

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

0.11%12-mo yield$11 · $87 on $10k0.87%

−15.3%Worst dropSmaller wins−8.5%

28.8%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFITE · DFAC

1.2%AVGO1.2%

1.1%CSCO0.5%

1.5%RTX0.3%

1.6%LMT0.2%

Held in common4.1%

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

All Three

5Y3 funds

#
1	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
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%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
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%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

FITE vs DFAC

FITE

SPDR S&P Kensho Future Security

$20,557

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFITEDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield0.11%0.87%

5 years, per year+15.5%+11.7%

3 years, per year+33.6%+23.2%

Worst drop · 1Y−15.3%−8.5%

Volatility · 1Y28.8%12.3%

4–2measures won
DFAC first

4.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FITE, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

FITEDFACVUG

FITE—4.1%5.1%

DFAC4.1%—36.1%

VUG5.1%36.1%—

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

VUG$40 − $3 = $37

FITE$11 − $45 = −$34

KeptFee

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