AVUS vs DFAC

AAVUS

BDFAC

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$16,989AVUS · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%AVUS · $96 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common78.0%AVUS and DFAC

AVUS

DFAC

Avantis U.S. Equity ETF · $14.3BDimensional - US Core Equity 2 ETF · $85.6B

+21.7%3 years · per year$18,045 · $17,722+21.0%

+11.2%5 years · per year$16,989 · $16,525+10.6%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.96%12-mo yield$96 · $90 on $10k0.90%

−7.8%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

5–1AVUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVUS · DFAC

6.1%AAPL5.9%

5.0%MSFT5.0%

4.8%NVDA4.8%

3.6%AMZN2.7%

Held in common78.0%

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 Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.3B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	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 Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.3B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	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

AVUS vs DFAC

AVUS

Avantis U.S. Equity

$16,989

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureAVUSDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.96%0.90%

5 years, per year+11.2%+10.6%

3 years, per year+21.7%+21.0%

Worst drop · 1Y−7.8%−8.5%

Volatility · 1Y13.2%12.9%

5–1measures won
AVUS first

78.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AVUS, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

AVUSDFACIWFVUG

AVUS—78.0%43.8%40.5%

DFAC78.0%—40.2%35.7%

IWF43.8%40.2%—78.0%

VUG40.5%35.7%78.0%—

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

Income After Fees on $10,000

$81most kept, AVUS

AVUS$96 − $15 = $81

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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