AVUS vs DFAC

AAVUS

BDFAC

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · AVUS $16,973

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common78.1%AVUS and DFAC

AVUS

DFAC

Avantis U.S. Equity ETF · $14.9BDimensional - US Core Equity 2 ETF · $85.7B

+22.0%3 years · per year$18,169 · $17,812+21.2%

+11.2%5 years · per year$16,973 · $16,526+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 three, one scale

Shared top holdingsAVUS · DFAC

5.9%AAPL5.8%

5.1%NVDA5.1%

4.9%MSFT5.0%

3.6%AMZN2.7%

Held in common78.1%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.9B
3	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.9B
3	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

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

AVUS vs DFAC

AVUS

Avantis U.S. Equity

$16,973

DFAC

Dimensional - US Core Equity 2

$16,526

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+22.0%+21.2%

Worst drop · 1Y−7.8%−8.5%

Volatility · 1Y13.2%12.9%

5–1measures won
AVUS first

78.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: AVUS, DFAC, VTV

Today

78.1%most shared, AVUS and DFAC

AVUSDFACVTV

AVUS—78.1%38.5%

DFAC78.1%—37.7%

VTV38.5%37.7%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

AVUS$96 − $15 = $81

DFAC$90 − $21 = $69

KeptFee

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