XOEX vs DFAC

AXOEX

BDFAC

Measures won4–1XOEX wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.48%XOEX · $148 on $10k

Smallest drop−7.3%XOEX · worst fall in 1Y

Held in common15.5%XOEX and DFAC

XOEX

DFAC

Xtrackers S&P 100 Ex Top 20 ETF · $280MDimensional - US Core Equity 2 ETF · $85.7B

+19.6%3 years · per year$17,126 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

1.48%12-mo yield$148 · $90 on $10k0.90%

−7.3%Worst dropSmaller wins−8.5%

11.8%VolatilityLower wins12.9%

4–1XOEX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXOEX · DFAC

3.5%MA0.7%

2.8%CVX0.7%

2.5%PG0.6%

3.4%ABBV0.5%

Held in common15.5%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk	0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk	0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

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

Cards for this view

XOEX vs DFAC

XOEX

Xtrackers S&P 100 Ex Top 20

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureXOEXDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.48%0.90%

5 years, per year[…]+10.6%

3 years, per year+19.6%+21.2%

Worst drop · 1Y−7.3%−8.5%

Volatility · 1Y11.8%12.9%

4–1measures won
XOEX first

15.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: XOEX, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

XOEXDFACVOO

XOEX—15.5%21.6%

DFAC15.5%—67.8%

VOO21.6%67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee