XTAP vs DFAC

AXTAP

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · XTAP $17,089

Lowest cost0.18%IWF · $18 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−1.7%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 · $89.2B

+18.2%3 years · per year$16,503 · $18,682+23.2%

+11.3%5 years · per year$17,089 · $17,417+11.7%

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

0.00%12-mo yield$0 · $87 on $10k0.87%

−1.7%Worst dropSmaller wins−8.5%

4.8%VolatilityLower wins12.3%

2–4DFAC 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 4, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.8%	+16.0%	+18.2%	+18.2%	+11.3%	−1.7%	$19M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.8%	+16.0%	+18.2%	+18.2%	+11.3%	−1.7%	$19M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$17,089

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureXTAPDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield0.00%0.87%

5 years, per year+11.3%+11.7%

3 years, per year+18.2%+23.2%

Worst drop · 1Y−1.7%−8.5%

Volatility · 1Y4.8%12.3%

4–2measures won
DFAC first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XTAP, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

XTAPDFACIWF

XTAP—0.0%0.0%

DFAC0.0%—40.8%

IWF0.0%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

XTAP$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee