QTR vs DFAC

AQTR

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · DFAC $16,525

Lowest cost0.03%VOO · $3 on $10k

Most income17.97%QTR · $1,797 on $10k

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

Held in common34.5%QTR and DFAC

QTR

DFAC

Global X - Nasdaq 100 Tail Risk ETF · $9MDimensional - US Core Equity 2 ETF · $85.6B

+18.1%3 years · per year$16,468 · $17,722+21.0%

+8.6%5 years · per year$15,127 · $16,525+10.6%

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

17.97%12-mo yield$1,797 · $90 on $10k0.90%

−12.3%Worst dropSmaller wins−8.5%

17.5%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQTR · DFAC

8.4%AAPL5.9%

6.6%MSFT5.0%

7.3%NVDA4.8%

4.7%AMZN2.7%

Held in common34.5%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk	0.25%	17.97%	+0.5%	+4.0%	+2.0%	+18.1%	+8.6%	−12.3%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk	0.25%	17.97%	+0.5%	+4.0%	+2.0%	+18.1%	+8.6%	−12.3%	$9M

End-of-day Nov 6, 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

$15,127

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureQTRDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield17.97%0.90%

5 years, per year+8.6%+10.6%

3 years, per year+18.1%+21.0%

Worst drop · 1Y−12.3%−8.5%

Volatility · 1Y17.5%12.9%

5–1measures won
DFAC first

34.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: QTR, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

QTRDFACVOO

QTR—34.5%54.3%

DFAC34.5%—67.3%

VOO54.3%67.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,772most kept, QTR

QTR$1,797 − $25 = $1,772

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee