Compare · 3 funds side by side · dividends reinvested

APUE, DFAC and VUG

APUEActivePassive×DFACDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

APUE, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.4

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.74%+12.2%+13.0%+21.4%[…]−9.0%13.7%$2.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: APUE 2023 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

APUE

ActivePassive U.S. Equity ETF · $2.4B[…]

$10,000 five years ago, dividends reinvested · they hold 65.2% in common

DFAC

More Ways to See the Pairs

DFAC vs APUE: Top 5 Holdings

Today

DFAC

19.8%in top 5

APUE

in top 525.9%

DFACStockAPUE

5.9%AAPL7.1%

4.4%NVDA5.5%

4.7%MSFT5.3%

not top 5DFAS4.5%

2.7%AMZN

Cost, Income and Risk

Fees: APUE, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

APUE0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: APUE, DFAC, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

APUE

+14.1%Year to dateJan 1 → Nov 12+12.2%

+15.4%1 yearTotal return+13.0%

+20.7%3 years · per year$10,000 became $17,581 · $17,902+21.4%

+10.6%5 years · per year$10,000 became $16,580 · […][…]

0.21%Expense ratio$21 · $31 a year on $10k · lower is better0.31%

0.88%Trailing 12-mo yield$88 · $74 a year on $10k0.74%

−8.5%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer13.7%

DFACAPUE Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.6%

1.9%METAnot top 5

Held in common65.2%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs APUE Returns, Every Period

1Y

DimensionalDFAC

+15.4%

past year

APUEActivePassive

+13.0%

past year

DFACAPUEFaded: behind in that period

2–1DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs APUE

YTD

DimensionalDFAC

+14.1%

APUEActivePassive

+12.2%

+14.1%Year to date+12.2%

−8.5%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y13.7%

0.9%Yield0.7%

$88.3BAssets$2.4B

4–0DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

APUE0.74%$74

VUG0.41%$41

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

APUE$74 − $31 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: APUE, DFAC, VUG

Today

65.2%most shared, APUE and DFAC

APUEDFACVUG

APUE—65.2%49.2%

DFAC65.2%—35.8%

VUG49.2%35.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

APUEWorst drop−9.0%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAPUE

+14.1%Year to date+12.2%

0.9%Yield0.7%

+15.4%Past year+13.0%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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APUE, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three