INRO vs VXF

AINRO

BVXF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VXF $12,303

Lowest cost0.05%VXF · $5 on $10k

Most income1.09%VXF · $109 on $10k

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

Held in common4.8%INRO and VXF

INRO

VXF

iShares U.S. Industry Rotation Active ETF · $567MVanguard Extended Market ETF · $30.2B

[…]3 years · per year[…] · $17,165+19.7%

[…]5 years · per year[…] · $12,303+4.2%

0.42%Expense ratio$42 · $5 on $10k · lower wins0.05%

0.62%12-mo yield$62 · $109 on $10k1.09%

−9.3%Worst dropSmaller wins−11.0%

15.4%VolatilityLower wins17.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINRO · VXF

0.6%SPCX2.5%

0.2%TOST0.2%

0.2%ENTG0.3%

0.2%CDE0.2%

Held in common4.8%

End-of-day Nov 5, 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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B
3	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk	0.42%	0.62%	−4.7%	+8.3%	+9.4%	new	new	−9.3%	$567M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B
3	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk	0.42%	0.62%	−4.7%	+8.3%	+9.4%	new	new	−9.3%	$567M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INRO vs VXF

INRO

iShares U.S. Industry Rotation Active

[…]

VXF

Vanguard Extended Market

$12,303

MeasureINROVXF

Fee0.42%0.05%

Cost on $10k a year$42$5

Yield0.62%1.09%

5 years, per year[…]+4.2%

3 years, per year[…]+19.7%

Worst drop · 1Y−9.3%−11.0%

Volatility · 1Y15.4%17.9%

2–2measures won
level

4.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: INRO, VXF, DFAC

Today

56.3%most shared, INRO and DFAC

INROVXFDFAC

INRO—4.8%56.3%

VXF4.8%—21.8%

DFAC56.3%21.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

DFAC$90 − $21 = $69

INRO$62 − $42 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee