XTR vs DFAC

AXTR

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income16.82%XTR · $1,682 on $10k

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

Held in common68.7%XTR and DFAC

XTR

DFAC

Global X S&P 500 Tail Risk ETF · $5MDimensional - US Core Equity 2 ETF · $85.6B

+17.9%3 years · per year$16,387 · $17,722+21.0%

+8.4%5 years · per year$14,971 · $16,525+10.6%

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

16.82%12-mo yield$1,682 · $90 on $10k0.90%

−8.5%Worst dropSmaller wins−8.5%

12.3%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXTR · DFAC

7.8%AAPL5.9%

6.2%MSFT5.0%

6.9%NVDA4.8%

4.0%AMZN2.7%

Held in common68.7%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXTR	Global X S&P 500 Tail Risk ETFRead Desk	0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

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

XTR vs DFAC

XTR

Global X S&P 500 Tail Risk

$14,971

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureXTRDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield16.82%0.90%

5 years, per year+8.4%+10.6%

3 years, per year+17.9%+21.0%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y12.3%12.9%

3–2measures won
DFAC first

68.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XTR, DFAC, VUG

Today

68.7%most shared, XTR and DFAC

XTRDFACVUG

XTR—68.7%54.2%

DFAC68.7%—35.7%

VUG54.2%35.7%—

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

Income After Fees on $10,000

$1,657most kept, XTR

XTR$1,682 − $25 = $1,657

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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