Compare · 3 funds side by side · dividends reinvested

DFAC, APUE and VUG

DFACDimensional×APUEActivePassive×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, APUE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.4

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+8.9%+11.1%+21.9%[…]−9.0%13.5%$2.5B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: DFAC 2005 · APUE 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

APUE

ActivePassive U.S. Equity ETF · $2.5B[…]

$10,000 five years ago, dividends reinvested · they hold 65.8% in common

DFACMeasureAPUE

+11.2%Year to dateJan 1 → Nov 5+8.9%

+14.3%1 yearTotal return+11.1%

+21.2%3 years · per year$10,000 became $17,812 · $18,130+21.9%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

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

0.90%Trailing 12-mo yield$90 · $76 a year on $10k0.76%

−8.5%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer13.5%

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

6–1DFAC wins

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

More Ways to See the Pairs

DFAC vs APUE: Top 5 Holdings

Today

DFAC

20.5%in top 5

APUE

in top 527.2%

DFACStockAPUE

5.8%AAPL7.0%

5.1%NVDA6.3%

5.0%MSFT5.7%

not top 5DFAS4.5%

2.7%AMZN3.6%

1.9%METAnot top 5

Held in common65.8%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs APUE Returns, Every Period

DimensionalDFAC

+14.3%

past year

APUEActivePassive

+11.1%

past year

DFACAPUEFaded: behind in that period

2–1DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs APUE

YTD

DimensionalDFAC

+11.2%

APUEActivePassive

+8.9%

+11.2%Year to date+8.9%

−8.5%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y13.5%

0.9%Yield0.8%

$89.2BAssets$2.5B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, APUE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

APUE0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, APUE, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

APUE0.76%$76

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

APUE$76 − $31 = $45

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, APUE, VUG

Today

65.8%most shared, DFAC and APUE

DFACAPUEVUG

DFAC—65.8%36.2%

APUE65.8%—50.1%

VUG36.2%50.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

APUEWorst drop−9.0%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAPUE

+11.2%Year to date+8.9%

0.9%Yield0.8%

+14.3%Past year+11.1%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026