QGRD vs DFAC

AQGRD

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income1.47%QGRD · $147 on $10k

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

Held in common[…]QGRD and DFAC

QGRD

DFAC

Horizon Nasdaq-100 Defined Risk ETF · $164MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.85%Expense ratio$85 · $21 on $10k · lower wins0.21%

1.47%12-mo yield$147 · $87 on $10k0.87%

−9.4%Worst dropSmaller wins−8.5%

15.4%VolatilityLower wins12.3%

1–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsQGRD · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AQGRD	Horizon Nasdaq-100 Defined Risk ETFRead Desk		0.85%	1.47%	+0.2%	+6.5%	+2.6%	new	new	−9.4%	$164M

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	AQGRD	Horizon Nasdaq-100 Defined Risk ETFRead Desk		0.85%	1.47%	+0.2%	+6.5%	+2.6%	new	new	−9.4%	$164M

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

QGRD vs DFAC

QGRD

Horizon Nasdaq-100 Defined Risk

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureQGRDDFAC

Fee0.85%0.21%

Cost on $10k a year$85$21

Yield1.47%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y15.4%12.3%

3–1measures won
DFAC first

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: QGRD, DFAC

Today

[…]holdings […]

QGRDDFAC

QGRD—[…]

DFAC[…]—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

QGRD$147 − $85 = $62

KeptFee

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