XTR vs DFAC

AXTR

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · XTR $15,348

Lowest cost0.21%DFAC · $21 on $10k

Most income16.48%XTR · $1,648 on $10k

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

Held in common68.5%XTR and DFAC

XTR

DFAC

Global X S&P 500 Tail Risk ETF · $5MDimensional - US Core Equity 2 ETF · $87.6B

+19.5%3 years · per year$17,048 · $18,595+23.0%

+8.9%5 years · per year$15,348 · $16,976+11.2%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

16.48%12-mo yield$1,648 · $88 on $10k0.88%

−8.5%Worst dropSmaller wins−8.5%

11.7%VolatilityLower wins12.2%

2–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · DFAC

7.7%AAPL5.7%

7.5%NVDA5.2%

5.9%MSFT4.7%

3.6%AMZN2.5%

Held in common68.5%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.48%	+0.2%	+8.0%	+7.7%	+19.5%	+8.9%	−8.5%	$5M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.48%	+0.2%	+8.0%	+7.7%	+19.5%	+8.9%	−8.5%	$5M

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

Cards for this view

XTR vs DFAC

XTR

Global X S&P 500 Tail Risk

$15,348

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureXTRDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield16.48%0.88%

5 years, per year+8.9%+11.2%

3 years, per year+19.5%+23.0%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y11.7%12.2%

3–2measures won
DFAC first

68.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XTR, DFAC

Today

68.5%most shared, XTR and DFAC

XTRDFAC

XTR—68.5%

DFAC68.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,623most kept, XTR

XTR$1,648 − $25 = $1,623

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee