XCLR vs DFAC

AXCLR

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · XCLR $14,709

Lowest cost0.21%DFAC · $21 on $10k

Most income12.48%XCLR · $1,248 on $10k

Smallest drop−8.3%XCLR · worst fall in 1Y

Held in common[…]XCLR and DFAC

XCLR

DFAC

Global X - S&P 500 Collar 95-110 ETF · $4MDimensional - US Core Equity 2 ETF · $87.6B

+15.0%3 years · per year$15,215 · $18,682+23.2%

+8.0%5 years · per year$14,709 · $17,417+11.7%

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

12.48%12-mo yield$1,248 · $87 on $10k0.87%

−8.3%Worst dropSmaller wins−8.5%

8.7%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXCLR · 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%	$87.6B
2	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

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	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

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

XCLR vs DFAC

XCLR

Global X - S&P 500 Collar 95-110

$14,709

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureXCLRDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield12.48%0.87%

5 years, per year+8.0%+11.7%

3 years, per year+15.0%+23.2%

Worst drop · 1Y−8.3%−8.5%

Volatility · 1Y8.7%12.3%

3–3measures won
level

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: XCLR, DFAC

Today

[…]holdings […]

XCLRDFAC

XCLR—[…]

DFAC[…]—

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

DFAC$87 − $21 = $66

KeptFee

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