QTR vs DFAC

AQTR

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · QTR $15,853

Lowest cost0.21%DFAC · $21 on $10k

Most income17.39%QTR · $1,739 on $10k

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

Held in common34.8%QTR and DFAC

QTR

DFAC

Global X - Nasdaq 100 Tail Risk ETF · $10MDimensional - US Core Equity 2 ETF · $89.2B

+20.0%3 years · per year$17,300 · $18,682+23.2%

+9.7%5 years · per year$15,853 · $17,417+11.7%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

17.39%12-mo yield$1,739 · $87 on $10k0.87%

−11.7%Worst dropSmaller wins−8.5%

17.2%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTR · DFAC

7.8%AAPL5.6%

8.0%NVDA5.3%

6.2%MSFT4.8%

4.3%AMZN2.6%

Held in common34.8%

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

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.39%	+0.3%	+7.4%	+4.0%	+20.0%	+9.7%	−11.7%	$10M

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.39%	+0.3%	+7.4%	+4.0%	+20.0%	+9.7%	−11.7%	$10M

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

QTR vs DFAC

QTR

Global X - Nasdaq 100 Tail Risk

$15,853

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureQTRDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield17.39%0.87%

5 years, per year+9.7%+11.7%

3 years, per year+20.0%+23.2%

Worst drop · 1Y−11.7%−8.5%

Volatility · 1Y17.2%12.3%

5–1measures won
DFAC first

34.8%

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: QTR, DFAC

Today

34.8%most shared, QTR and DFAC

QTRDFAC

QTR—34.8%

DFAC34.8%—

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

Income After Fees on $10,000

$1,714most kept, QTR

QTR$1,739 − $25 = $1,714

DFAC$87 − $21 = $66

KeptFee

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