XTAP vs DFAC

AXTAP

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,577XTAP · DFAC $16,525

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−2.1%XTAP · worst fall in 1Y

Held in common0.0%XTAP and DFAC

XTAP

DFAC

Innovator U.S. Equity Accelerated Plus ETF · $19MDimensional - US Core Equity 2 ETF · $85.6B

+17.9%3 years · per year$16,378 · $17,722+21.0%

+10.6%5 years · per year$16,577 · $16,525+10.6%

0.79%Expense ratio$79 · $21 on $10k · lower wins0.21%

0.00%12-mo yield$0 · $90 on $10k0.90%

−2.1%Worst dropSmaller wins−8.5%

5.3%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXTAP · DFAC

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

Held in common0.0%

End-of-day Nov 6, 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	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.2%	+13.8%	+16.1%	+17.9%	+10.6%	−2.1%	$19M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.2%	+13.8%	+16.1%	+17.9%	+10.6%	−2.1%	$19M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTAP vs DFAC

XTAP

Innovator U.S. Equity Accelerated Plus

$16,577

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureXTAPDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield0.00%0.90%

5 years, per year+10.6%+10.6%

3 years, per year+17.9%+21.0%

Worst drop · 1Y−2.1%−8.5%

Volatility · 1Y5.3%12.9%

3–2measures won
DFAC first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XTAP, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

XTAPDFACIJH

XTAP—0.0%0.0%

DFAC0.0%—11.4%

IJH0.0%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

XTAP$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee