XPAY vs DFAC

AXPAY

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income21.99%XPAY · $2,199 on $10k

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

Held in common0.0%XPAY and DFAC

XPAY

DFAC

Roundhill Investments - S&P 500 Target 20 Managed Distribution ETF · $187MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $17,812+21.2%

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

0.49%Expense ratio$49 · $21 on $10k · lower wins0.21%

21.99%12-mo yield$2,199 · $90 on $10k0.90%

−9.3%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

1–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXPAY · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk		0.49%	21.99%	−3.3%	+9.1%	+10.2%	new	new	−9.3%	$187M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk		0.49%	21.99%	−3.3%	+9.1%	+10.2%	new	new	−9.3%	$187M

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

XPAY vs DFAC

XPAY

Roundhill Investments - S&P 500 Target 20 Managed Distribution

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureXPAYDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield21.99%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y13.2%12.9%

3–1measures won
DFAC first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XPAY, DFAC

Today

0.0%most shared, XPAY and DFAC

XPAYDFAC

XPAY—0.0%

DFAC0.0%—

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

Income After Fees on $10,000

$2,150most kept, XPAY

XPAY$2,199 − $49 = $2,150

DFAC$90 − $21 = $69

KeptFee

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