FPX vs DFAC

AFPX

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · FPX $13,284

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 common4.4%FPX and DFAC

FPX

DFAC

First Trust US Equity Opportunities ETF · $1.3BDimensional - US Core Equity 2 ETF · $87.6B

+30.9%3 years · per year$22,414 · $18,595+23.0%

+5.8%5 years · per year$13,284 · $16,976+11.2%

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

0.19%12-mo yield$19 · $88 on $10k0.88%

−18.9%Worst dropSmaller wins−8.5%

26.5%VolatilityLower wins12.2%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · DFAC

9.3%LLY1.3%

1.9%GS0.3%

4.9%SNDK0.2%

4.1%STX0.1%

Held in common4.4%

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	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
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

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	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
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

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

FPX vs DFAC

FPX

First Trust US Equity Opportunities

$13,284

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureFPXDFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.19%0.88%

5 years, per year+5.8%+11.2%

3 years, per year+30.9%+23.0%

Worst drop · 1Y−18.9%−8.5%

Volatility · 1Y26.5%12.2%

5–1measures won
DFAC first

4.4%

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: FPX, DFAC

Today

4.4%most shared, FPX and DFAC

FPXDFAC

FPX—4.4%

DFAC4.4%—

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

FPX$19 − $57 = −$38

KeptFee

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