XLSR vs DFAC

AXLSR

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAC $17,417

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common18.5%XLSR and DFAC

XLSR

DFAC

State Street US Sector Rotation ETF · $1.1BDimensional - US Core Equity 2 ETF · $89.2B

+19.0%3 years · per year$16,861 · $18,682+23.2%

+9.2%5 years · per year$15,519 · $17,417+11.7%

0.70%Expense ratio$70 · $21 on $10k · lower wins0.21%

0.40%12-mo yield$40 · $87 on $10k0.87%

−11.1%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins12.3%

0–6DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · DFAC

3.8%NVDA5.3%

3.7%AAPL5.6%

2.8%MSFT4.8%

2.4%META1.9%

Held in common18.5%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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

XLSR vs DFAC

XLSR

US Sector Rotation

$15,519

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureXLSRDFAC

Fee0.70%0.21%

Cost on $10k a year$70$21

Yield0.40%0.87%

5 years, per year+9.2%+11.7%

3 years, per year+19.0%+23.2%

Worst drop · 1Y−11.1%−8.5%

Volatility · 1Y13.8%12.3%

6–0measures won
DFAC first

18.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: XLSR, DFAC, VTV

Today

37.7%most shared, DFAC and VTV

XLSRDFACVTV

XLSR—18.5%0.6%

DFAC18.5%—37.7%

VTV0.6%37.7%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

XLSR$40 − $70 = −$30

KeptFee

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