INRO vs DFAC

AINRO

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC

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 common56.0%INRO and DFAC

INRO

DFAC

iShares U.S. Industry Rotation Active ETF · $560MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.42%Expense ratio$42 · $21 on $10k · lower wins0.21%

0.60%12-mo yield$60 · $88 on $10k0.88%

−9.3%Worst dropSmaller wins−8.5%

14.6%VolatilityLower wins12.2%

0–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsINRO · DFAC

8.5%AAPL5.7%

7.6%NVDA5.2%

6.0%MSFT4.7%

3.5%AMZN2.5%

Held in common56.0%

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	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk		0.42%	0.60%	+0.5%	+12.3%	+12.1%	new	new	−9.3%	$560M

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	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk		0.42%	0.60%	+0.5%	+12.3%	+12.1%	new	new	−9.3%	$560M

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

INRO vs DFAC

INRO

iShares U.S. Industry Rotation Active

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureINRODFAC

Fee0.42%0.21%

Cost on $10k a year$42$21

Yield0.60%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y14.6%12.2%

4–0measures won
DFAC first

56.0%

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: INRO, DFAC

Today

56.0%most shared, INRO and DFAC

INRODFAC

INRO—56.0%

DFAC56.0%—

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

INRO$60 − $42 = $18

KeptFee

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