TILT vs DFAC

ATILT

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · TILT $17,133

Lowest cost0.21%DFAC · $21 on $10k

Most income1.06%TILT · $106 on $10k

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

Held in common73.6%TILT and DFAC

TILT

DFAC

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BDimensional - US Core Equity 2 ETF · $87.6B

+23.5%3 years · per year$18,850 · $18,682+23.2%

+11.4%5 years · per year$17,133 · $17,417+11.7%

0.26%Expense ratio$26 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $87 on $10k0.87%

−8.5%Worst dropSmaller wins−8.5%

12.4%VolatilityLower wins12.3%

2–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · DFAC

5.0%AAPL5.6%

4.9%NVDA5.3%

4.0%MSFT4.8%

2.5%AMZN2.6%

Held in common73.6%

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%	$87.6B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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%	$87.6B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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

TILT vs DFAC

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureTILTDFAC

Fee0.26%0.21%

Cost on $10k a year$26$21

Yield1.06%0.87%

5 years, per year+11.4%+11.7%

3 years, per year+23.5%+23.2%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y12.4%12.3%

3–2measures won
DFAC first

73.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TILT, DFAC

Today

73.6%most shared, TILT and DFAC

TILTDFAC

TILT—73.6%

DFAC73.6%—

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

Income After Fees on $10,000

$80most kept, TILT

TILT$106 − $26 = $80

DFAC$87 − $21 = $66

KeptFee

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