NANR vs DFAC

ANANR

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$21,328NANR · DFAC $16,976

Lowest cost0.21%DFAC · $21 on $10k

Most income1.67%NANR · $167 on $10k

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

Held in common6.9%NANR and DFAC

NANR

DFAC

State Street SPDR S&P North American Natural Resources ETF · $826MDimensional - US Core Equity 2 ETF · $87.6B

+21.2%3 years · per year$17,805 · $18,595+23.0%

+16.4%5 years · per year$21,328 · $16,976+11.2%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

1.67%12-mo yield$167 · $88 on $10k0.88%

−12.3%Worst dropSmaller wins−8.5%

19.6%VolatilityLower wins12.2%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsNANR · DFAC

11.5%XOM0.9%

7.9%CVX0.7%

3.1%COP0.4%

2.1%MPC0.2%

Held in common6.9%

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	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk		0.35%	1.67%	−1.5%	+25.8%	+36.6%	+21.2%	+16.4%	−12.3%	$826M
2	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

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	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk		0.35%	1.67%	−1.5%	+25.8%	+36.6%	+21.2%	+16.4%	−12.3%	$826M
2	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

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

NANR vs DFAC

NANR

SPDR S&P North American Natural Resources

$21,329

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureNANRDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield1.67%0.88%

5 years, per year+16.4%+11.2%

3 years, per year+21.2%+23.0%

Worst drop · 1Y−12.3%−8.5%

Volatility · 1Y19.6%12.2%

4–2measures won
DFAC first

6.9%

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: NANR, DFAC

Today

6.9%most shared, NANR and DFAC

NANRDFAC

NANR—6.9%

DFAC6.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, NANR

NANR$167 − $35 = $132

DFAC$88 − $21 = $67

KeptFee

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