XPAY vs DFAC

AXPAY

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · IWF $15,697

Lowest cost0.18%IWF · $18 on $10k

Most income21.83%XPAY · $2,183 on $10k

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

Held in common0.0%XPAY and DFAC

Roundhill Investments - S&P 500 Target 20 Managed Distribution ETF · $183MDimensional - US Core Equity 2 ETF · $88.3B

[…]3 years · per year[…] · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

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

21.83%12-mo yield$2,183 · $88 on $10k0.88%

Cards for this view

XPAY

Roundhill Investments - S&P 500 Target 20 Managed Distribution

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureXPAYDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield21.83%0.88%

5 years, per year[…]+10.6%

3 years, per year[…]+20.7%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y13.5%

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1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk	0.49%	21.83%	−0.3%	+11.3%	+11.2%	new	new	−9.3%	$183M

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1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk	0.49%	21.83%	−0.3%	+11.3%	+11.2%	new	new	−9.3%	$183M

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