Compare · 3 funds side by side · dividends reinvested

DFAC, APUE and VUG

DFACDimensional×APUEActivePassive×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

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

Story of the three · RiskSmallest drop

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%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.4

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.75%+11.3%+14.1%+21.2%[…]−9.0%13.7%$2.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: DFAC 2005 · APUE 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

20.2%in top 5

VUG

in top 545.2%

DFACStockVUG

4.6%NVDA13.5%

5.9%AAPL12.5%

5.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 10, 2026 · fee on $10,000 a year

Yields: DFAC, APUE, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

VUG

+13.7%Year to dateJan 1 → Nov 10+3.4%

+16.9%1 yearTotal return+4.2%

+20.5%3 years · per year$10,000 became $17,492 · $18,230+22.2%

+10.8%5 years · per year$10,000 became $16,689 · $16,394+10.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.1%

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

6–2DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common35.8%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs APUE

YTD

DimensionalDFAC

+13.7%

APUEActivePassive

+11.3%

+13.7%Year to date+11.3%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y13.7%

0.9%Yield0.7%

$87.7BAssets$2.4B

4–0DFAC wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

APUE0.75%$75

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

APUE$75 − $31 = $44

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, APUE, VUG

Today

65.4%most shared, DFAC and APUE

DFACAPUEVUG

DFAC—65.4%35.8%

APUE65.4%—49.9%

VUG35.8%49.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

APUEWorst drop−9.0%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAPUE

+13.7%Year to date+11.3%

0.9%Yield0.7%

+16.9%Past year+14.1%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAC, APUE and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three