LCTU vs DFAC

ALCTU

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · LCTU $16,938

Lowest cost0.21%DFAC · $21 on $10k

Most income0.96%LCTU · $96 on $10k

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

Held in common55.3%LCTU and DFAC

LCTU

DFAC

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2BDimensional - US Core Equity 2 ETF · $89.2B

+23.3%3 years · per year$18,730 · $18,682+23.2%

+11.1%5 years · per year$16,938 · $17,417+11.7%

0.30%Expense ratio$30 · $21 on $10k · lower wins0.21%

0.96%12-mo yield$96 · $87 on $10k0.87%

−9.4%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · DFAC

7.3%AAPL5.6%

7.4%NVDA5.3%

5.1%MSFT4.8%

3.1%AMZN2.6%

Held in common55.3%

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%	$89.2B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	0.96%	+1.7%	+11.6%	+11.5%	+23.3%	+11.1%	−9.4%	$1.2B

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%	$89.2B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	0.96%	+1.7%	+11.6%	+11.5%	+23.3%	+11.1%	−9.4%	$1.2B

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

LCTU vs DFAC

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,938

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureLCTUDFAC

Fee0.30%0.21%

Cost on $10k a year$30$21

Yield0.96%0.87%

5 years, per year+11.1%+11.7%

3 years, per year+23.3%+23.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y13.0%12.3%

4–2measures won
DFAC first

55.3%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LCTU, DFAC

Today

55.3%most shared, LCTU and DFAC

LCTUDFAC

LCTU—55.3%

DFAC55.3%—

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

Income After Fees on $10,000

$66most kept, LCTU

LCTU$96 − $30 = $66

DFAC$87 − $21 = $66

KeptFee

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