XTOC vs DFAC

AXTOC

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · XTOC $14,964

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−7.4%XTOC · worst fall in 1Y

Held in common0.0%XTOC and DFAC

XTOC

DFAC

Innovator U.S. Equity Accelerated Plus ETF · $18MDimensional - US Core Equity 2 ETF · $87.6B

+15.8%3 years · per year$15,540 · $18,682+23.2%

+8.4%5 years · per year$14,964 · $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%

−7.4%Worst dropSmaller wins−8.5%

9.1%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTOC · 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

Both

5Y2 funds

#			Trend
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%	$87.6B
2	AXTOC	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+1.4%	+12.2%	+13.7%	+15.8%	+8.4%	−7.4%	$18M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	AXTOC	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+1.4%	+12.2%	+13.7%	+15.8%	+8.4%	−7.4%	$18M

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

XTOC vs DFAC

XTOC

Innovator U.S. Equity Accelerated Plus

$14,964

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureXTOCDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield0.00%0.87%

5 years, per year+8.4%+11.7%

3 years, per year+15.8%+23.2%

Worst drop · 1Y−7.4%−8.5%

Volatility · 1Y9.1%12.3%

4–2measures won
DFAC first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XTOC, DFAC

Today

0.0%most shared, XTOC and DFAC

XTOCDFAC

XTOC—0.0%

DFAC0.0%—

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

XTOC$0 − $79 = −$79

KeptFee

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