IGE vs DFAC

AIGE

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$22,433IGE · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income1.91%IGE · $191 on $10k

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

Held in common7.2%IGE and DFAC

IGE

DFAC

iShares North American Natural Resources ETF · $810MDimensional - US Core Equity 2 ETF · $87.6B

+19.3%3 years · per year$16,978 · $18,682+23.2%

+17.5%5 years · per year$22,433 · $17,417+11.7%

0.37%Expense ratio$37 · $21 on $10k · lower wins0.21%

1.91%12-mo yield$191 · $87 on $10k0.87%

−11.5%Worst dropSmaller wins−8.5%

17.4%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGE · DFAC

11.1%XOM0.9%

10.9%CVX0.7%

4.3%COP0.4%

3.0%MPC0.2%

Held in common7.2%

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.91%	−2.1%	+27.2%	+34.9%	+19.3%	+17.5%	−11.5%	$810M
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%	$87.6B

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.91%	−2.1%	+27.2%	+34.9%	+19.3%	+17.5%	−11.5%	$810M
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%	$87.6B

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

IGE vs DFAC

IGE

iShares North American Natural Resources

$22,433

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIGEDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.91%0.87%

5 years, per year+17.5%+11.7%

3 years, per year+19.3%+23.2%

Worst drop · 1Y−11.5%−8.5%

Volatility · 1Y17.4%12.3%

4–2measures won
DFAC first

7.2%

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: IGE, DFAC

Today

7.2%most shared, IGE and DFAC

IGEDFAC

IGE—7.2%

DFAC7.2%—

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

Income After Fees on $10,000

$154most kept, IGE

IGE$191 − $37 = $154

DFAC$87 − $21 = $66

KeptFee

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