Compare · 3 funds side by side · dividends reinvested

PABU, DFAC and VUG

PABUiShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

PABU, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.5

iShares Paris-Aligned Climate Optimized MSCI USA ETFUS Stock Styles · Large cap0.10%1.00%+3.0%+2.5%+18.7%[…]−12.8%16.3%$2.3B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: PABU 2022 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Paris-Aligned Climate Optimized MSCI USA ETF · $2.3B[…]

PABU

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

PABUMeasureDFAC

+3.0%Year to dateJan 1 → Nov 6+11.4%

+2.5%1 yearTotal return+13.8%

+18.7%3 years · per year$10,000 became $16,710 · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.10%Expense ratio$10 · $21 a year on $10k · lower is better0.21%

1.00%Trailing 12-mo yield$100 · $90 a year on $10k0.90%

−12.8%Worst dropSmaller is better−8.5%

16.3%VolatilityLower is calmer12.9%

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

2–5DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PABU vs DFAC: Top 5 Holdings

Today

PABU

32.5%in top 5

DFAC

in top 520.4%

PABUStockDFAC

8.6%MSFT5.0%

8.3%NVDA4.8%

8.2%AAPL5.9%

4.0%LLYnot top 5

3.4%GOOGnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common30.8%

End-of-day Nov 6, 2026 · share of each fund

PABU vs DFAC Returns, Every Period

iSharesPABU

+2.5%

past year

DFACDimensional

+13.8%

past year

PABUDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PABU vs DFAC

YTD

iSharesPABU

+3.0%

DFACDimensional

+11.4%

+3.0%Year to date+11.4%

−12.8%Worst drop · 1Y−8.5%

16.3%Volatility · 1Y12.9%

1.0%Yield0.9%

$2.3BAssets$85.6B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PABU, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PABU0.10%$10

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PABU, DFAC, VUG

1.00%highest, PABU

FundTrailing yieldYield$10k

PABU1.00%$100

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, PABU

PABU$100 − $10 = $90

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: PABU, DFAC, VUG

Today

53.9%most shared, PABU and VUG

PABUDFACVUG

PABU—30.8%53.9%

DFAC30.8%—35.7%

VUG53.9%35.7%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

PABUWorst drop−12.8%16.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PABUDFAC

+3.0%Year to date+11.4%

1.0%Yield0.9%

+2.5%Past year+13.8%

0.10%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026