XME vs DFAC

AXME

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$22,393XME · DFAC $16,976

Lowest cost0.21%DFAC · $21 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common1.0%XME and DFAC

XME

DFAC

State Street SPDR S&P Metals & Mining ETF · $3.7BDimensional - US Core Equity 2 ETF · $87.6B

+25.8%3 years · per year$19,885 · $18,595+23.0%

+17.5%5 years · per year$22,393 · $16,976+11.2%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

0.36%12-mo yield$36 · $88 on $10k0.88%

−27.6%Worst dropSmaller wins−8.5%

37.5%VolatilityLower wins12.2%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXME · DFAC

4.9%NEM0.2%

6.0%NUE0.1%

4.8%FCX0.1%

5.9%STLD0.1%

Held in common1.0%

End-of-day Nov 3, 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	AXME	State Street SPDR S&P Metals & Mining ETFRead Desk		0.35%	0.36%	−0.9%	−6.4%	+0.5%	+25.8%	+17.5%	−27.6%	$3.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Both

5Y2 funds

#			Trend
1	AXME	State Street SPDR S&P Metals & Mining ETFRead Desk		0.35%	0.36%	−0.9%	−6.4%	+0.5%	+25.8%	+17.5%	−27.6%	$3.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Cards for this view

XME vs DFAC

XME

SPDR S&P Metals & Mining

$22,393

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureXMEDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield0.36%0.88%

5 years, per year+17.5%+11.2%

3 years, per year+25.8%+23.0%

Worst drop · 1Y−27.6%−8.5%

Volatility · 1Y37.5%12.2%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XME, DFAC

Today

1.0%most shared, XME and DFAC

XMEDFAC

XME—1.0%

DFAC1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

XME$36 − $35 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee