SQLV vs DFAC · Compare Desk

AVUG

BDFAC

Measures won1–5DFAC wins · of 6 · YTD

$10,000 · YTD$11,119DFAC · VUG $10,047

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common36.2%VUG and DFAC

VUG vs DFAC

YTD

VUG

DFAC

Vanguard Morningstar Growth ETF · $233BDimensional - US Core Equity 2 ETF · $85.7B

+0.5%Year to dateJan 1 → Nov 5+11.2%

−0.6%1 yearTotal return+14.3%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

0.43%12-mo yield$43 · $90 on $10k0.90%

−15.1%Worst dropSmaller wins−8.5%

19.0%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · since Jan 1One scale

Shared top holdingsVUG · DFAC

12.5%AAPL5.8%

13.5%NVDA5.1%

9.7%MSFT5.0%

4.3%AMZN2.7%

Held in common36.2%

End-of-day Nov 5, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs DFAC

VUG

Vanguard Morningstar Growth

$9,941

DFAC

Dimensional - US Core Equity 2

$11,428

MeasureVUGDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield0.43%0.90%

5 years, per year+9.9%+10.6%

3 years, per year+22.8%+21.2%

Worst drop · 1Y−15.1%−8.5%

Volatility · 1Y19.0%12.9%

4–2measures won
DFAC first

36.2%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VUG, DFAC

Today

36.2%most shared, VUG and DFAC

VUGDFAC

VUG—36.2%

DFAC36.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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