FTXG vs DFAC

AFTXG

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · FTXG $10,841

Lowest cost0.21%DFAC · $21 on $10k

Most income2.32%FTXG · $232 on $10k

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

Held in common1.9%FTXG and DFAC

FTXG

DFAC

First Trust Nasdaq Food & Beverage ETF · $33MDimensional - US Core Equity 2 ETF · $87.6B

+4.4%3 years · per year$11,391 · $18,682+23.2%

+1.6%5 years · per year$10,841 · $17,417+11.7%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

2.32%12-mo yield$232 · $87 on $10k0.87%

−11.0%Worst dropSmaller wins−8.5%

15.7%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXG · DFAC

8.9%KO0.5%

8.2%PEP0.3%

8.8%MDLZ0.1%

4.3%MNST0.1%

Held in common1.9%

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	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
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.32%	+3.6%	+14.4%	+16.6%	+4.4%	+1.6%	−11.0%	$33M

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	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
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.32%	+3.6%	+14.4%	+16.6%	+4.4%	+1.6%	−11.0%	$33M

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

FTXG vs DFAC

FTXG

First Trust Nasdaq Food & Beverage

$10,841

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFTXGDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield2.32%0.87%

5 years, per year+1.6%+11.7%

3 years, per year+4.4%+23.2%

Worst drop · 1Y−11.0%−8.5%

Volatility · 1Y15.7%12.3%

5–1measures won
DFAC first

1.9%

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: FTXG, DFAC

Today

1.9%most shared, FTXG and DFAC

FTXGDFAC

FTXG—1.9%

DFAC1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, FTXG

FTXG$232 − $60 = $172

DFAC$87 − $21 = $66

KeptFee

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