Compare · 3 funds side by side · dividends reinvested

DFAC, PBUS and VUG

DFACDimensional×PBUSInvesco×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,180PBUS · best of the three

02 / 04

DFAC, PBUS 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%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.8

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.02%+11.0%+13.1%+22.0%+11.4%−9.0%13.9%$10.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · PBUS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.2B$17,180

PBUS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 68.9% in common

PBUSMeasureDFAC

+11.0%Year to dateJan 1 → Nov 9+14.1%

+13.1%1 yearTotal return+17.7%

+22.0%3 years · per year$10,000 became $18,170 · $17,787+21.2%

+11.4%5 years · per year$10,000 became $17,180 · $16,820+11.0%

0.04%Expense ratio$4 · $21 a year on $10k · lower is better0.21%

1.02%Trailing 12-mo yield$102 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

13.9%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBUS vs DFAC: Top 5 Holdings

Today

PBUS

27.2%in top 5

DFAC

in top 520.4%

PBUSStockDFAC

7.9%AAPL5.9%

6.8%NVDA4.9%

5.9%MSFT5.0%

4.0%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common68.9%

End-of-day Nov 9, 2026 · share of each fund

PBUS vs DFAC Returns, Every Period

InvescoPBUS

+11.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

PBUSDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PBUS vs DFAC

YTD

InvescoPBUS

+11.0%

DFACDimensional

+14.1%

+11.0%Year to date+14.1%

−9.0%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y13.1%

1.0%Yield0.9%

$10.2BAssets$85.6B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, PBUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PBUS0.04%$4

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, PBUS, VUG

1.02%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.02%$102

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$98most kept, PBUS

PBUS$102 − $4 = $98

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, PBUS, VUG

Today

68.9%most shared, DFAC and PBUS

DFACPBUSVUG

DFAC—68.9%35.8%

PBUS68.9%—55.1%

VUG35.8%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

PBUSWorst drop−9.0%13.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PBUSDFAC

+11.0%Year to date+14.1%

1.0%Yield0.9%

+13.1%Past year+17.7%

0.04%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026