AUSF vs DFAC

AAUSF

BDFAC

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$18,640AUSF · DFAC $16,525

Lowest cost0.18%IWF · $18 on $10k

Most income3.15%AUSF · $315 on $10k

Smallest drop−7.0%AUSF · worst fall in 1Y

Held in common21.4%AUSF and DFAC

AUSF

DFAC

Global X - Adaptive U.S. Factor ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.6B

+19.9%3 years · per year$17,227 · $17,722+21.0%

+13.3%5 years · per year$18,640 · $16,525+10.6%

0.27%Expense ratio$27 · $21 on $10k · lower wins0.21%

3.15%12-mo yield$315 · $90 on $10k0.90%

−7.0%Worst dropSmaller wins−8.5%

11.7%VolatilityLower wins12.9%

4–2AUSF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAUSF · DFAC

1.7%MSFT5.0%

1.7%AAPL5.9%

1.8%JNJ0.9%

2.7%XOM0.9%

Held in common21.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk	0.27%	3.15%	+0.3%	+10.4%	+14.4%	+19.9%	+13.3%	−7.0%	$1.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk	0.27%	3.15%	+0.3%	+10.4%	+14.4%	+19.9%	+13.3%	−7.0%	$1.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AUSF vs DFAC

AUSF

Global X - Adaptive U.S. Factor

$18,640

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureAUSFDFAC

Fee0.27%0.21%

Cost on $10k a year$27$21

Yield3.15%0.90%

5 years, per year+13.3%+10.6%

3 years, per year+19.9%+21.0%

Worst drop · 1Y−7.0%−8.5%

Volatility · 1Y11.7%12.9%

4–2measures won
AUSF first

21.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AUSF, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

AUSFDFACIWF

AUSF—21.4%15.9%

DFAC21.4%—40.2%

IWF15.9%40.2%—

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

Income After Fees on $10,000

$288most kept, AUSF

AUSF$315 − $27 = $288

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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