Compare · 3 funds side by side · dividends reinvested

PBUS, DFAC and VUG

PBUSInvesco×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,780PBUS · best of the three

02 / 04

PBUS, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.00%+13.1%+12.9%+24.3%+12.1%−9.0%13.1%$10.5B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 5, 2026 · returns include dividends · since: PBUS 2017 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.5B$16,780

PBUS

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 69.2% in common

PBUSMeasureDFAC

+13.1%Year to dateJan 1 → Nov 5+15.8%

+12.9%1 yearTotal return+17.7%

+24.3%3 years · per year$10,000 became $19,195 · $18,682+23.2%

+12.1%5 years · per year$10,000 became $17,719 · $17,417+11.7%

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

1.00%Trailing 12-mo yield$100 · $87 a year on $10k0.87%

−9.0%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer12.3%

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

4–4Level

End-of-day Nov 5, 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

27.1%in top 5

DFAC

in top 520.5%

PBUSStockDFAC

7.8%AAPL5.8%

7.0%NVDA5.1%

5.9%MSFT5.0%

3.9%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common69.2%

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

PBUS vs DFAC Returns, Every Period

InvescoPBUS

+12.1%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

PBUSDFACFaded: behind in that period

2–2Level

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

PBUS vs DFAC

YTD

InvescoPBUS

+13.1%

DFACDimensional

+15.8%

+13.1%Year to date+15.8%

−9.0%Worst drop · 1Y−8.5%

13.1%Volatility · 1Y12.3%

1.0%Yield0.9%

$10.5BAssets$89.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: PBUS, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PBUS0.04%$4

DFAC0.21%$21

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

Yields: PBUS, DFAC, VUG

1.00%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.00%$100

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$96most kept, PBUS

PBUS$100 − $4 = $96

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: PBUS, DFAC, VUG

Today

69.2%most shared, PBUS and DFAC

PBUSDFACVUG

PBUS—69.2%55.3%

DFAC69.2%—36.2%

VUG55.3%36.2%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

PBUSWorst drop−9.0%13.1% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

PBUSDFAC

+13.1%Year to date+15.8%

1.0%Yield0.9%

+12.9%Past year+17.7%

0.04%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026