FPX vs DFAC

AFPX

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

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 common4.4%FPX and DFAC

FPX

DFAC

First Trust US Equity Opportunities ETF · $1.4BDimensional - US Core Equity 2 ETF · $89.2B

+30.4%3 years · per year$22,148 · $18,682+23.2%

+6.0%5 years · per year$13,390 · $17,417+11.7%

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

0.19%12-mo yield$19 · $87 on $10k0.87%

−18.9%Worst dropSmaller wins−8.5%

26.5%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPX · DFAC

9.2%LLY1.3%

1.9%GS0.3%

4.8%SNDK0.2%

7.6%GEV0.2%

Held in common4.4%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.4B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.4B

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

FPX vs DFAC

FPX

First Trust US Equity Opportunities

$13,390

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFPXDFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.19%0.87%

5 years, per year+6.0%+11.7%

3 years, per year+30.4%+23.2%

Worst drop · 1Y−18.9%−8.5%

Volatility · 1Y26.5%12.3%

5–1measures won
DFAC first

4.4%

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: FPX, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

FPXDFACVUG

FPX—4.4%5.6%

DFAC4.4%—36.1%

VUG5.6%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

FPX$19 − $57 = −$38

KeptFee

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