AUSF vs DFAC

AAUSF

BDFAC

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$18,612AUSF · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income3.16%AUSF · $316 on $10k

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

Held in common21.5%AUSF and DFAC

AUSF

DFAC

Global X - Adaptive U.S. Factor ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.7B

+20.2%3 years · per year$17,368 · $17,812+21.2%

+13.2%5 years · per year$18,612 · $16,526+10.6%

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

3.16%12-mo yield$316 · $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

1.6%MSFT5.0%

1.6%AAPL5.8%

2.2%MU1.0%

1.6%JNJ0.9%

Held in common21.5%

End-of-day Nov 5, 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%	3.16%	−5.1%	+10.1%	+14.6%	+20.2%	+13.2%	−7.0%	$1.3B
2	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
3	VUG	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

All Three

5Y3 funds

#
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk	0.27%	3.16%	−5.1%	+10.1%	+14.6%	+20.2%	+13.2%	−7.0%	$1.3B
2	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
3	VUG	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

AUSF vs DFAC

AUSF

Global X - Adaptive U.S. Factor

$18,612

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureAUSFDFAC

Fee0.27%0.21%

Cost on $10k a year$27$21

Yield3.16%0.90%

5 years, per year+13.2%+10.6%

3 years, per year+20.2%+21.2%

Worst drop · 1Y−7.0%−8.5%

Volatility · 1Y11.7%12.9%

4–2measures won
AUSF first

21.5%

holdings shared

Nov 5, 2026 · $10,000 five years 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: AUSF, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

AUSFDFACVUG

AUSF—21.5%15.8%

DFAC21.5%—36.2%

VUG15.8%36.2%—

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

Income After Fees on $10,000

$289most kept, AUSF

AUSF$316 − $27 = $289

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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