NANR vs DFAC

ANANR

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$21,711NANR · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.8%NANR and DFAC

NANR

DFAC

State Street SPDR S&P North American Natural Resources ETF · $814MDimensional - US Core Equity 2 ETF · $89.2B

+21.4%3 years · per year$17,894 · $18,682+23.2%

+16.8%5 years · per year$21,711 · $17,417+11.7%

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

1.67%12-mo yield$167 · $87 on $10k0.87%

−12.3%Worst dropSmaller wins−8.5%

19.6%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNANR · DFAC

11.5%XOM0.9%

7.9%CVX0.7%

3.1%COP0.4%

2.1%MPC0.2%

Held in common6.8%

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

All Three

5Y3 funds

#
1	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk	0.35%	1.67%	−0.3%	+25.5%	+36.7%	+21.4%	+16.8%	−12.3%	$814M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ANANR	State Street SPDR S&P North American Natural Resources ETFRead Desk	0.35%	1.67%	−0.3%	+25.5%	+36.7%	+21.4%	+16.8%	−12.3%	$814M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
3	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

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

NANR vs DFAC

NANR

SPDR S&P North American Natural Resources

$21,711

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureNANRDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield1.67%0.87%

5 years, per year+16.8%+11.7%

3 years, per year+21.4%+23.2%

Worst drop · 1Y−12.3%−8.5%

Volatility · 1Y19.6%12.3%

4–2measures won
DFAC first

6.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: NANR, DFAC, VTV

Today

37.7%most shared, DFAC and VTV

NANRDFACVTV

NANR—6.8%8.8%

DFAC6.8%—37.7%

VTV8.8%37.7%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

NANR$167 − $35 = $132

DFAC$87 − $21 = $66

KeptFee

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