AVUS vs DFAC

AAVUS

BDFAC

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,912AVUS · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%AVUS · $93 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 · $14.7BDimensional - US Core Equity 2 ETF · $89.2B

+24.0%3 years · per year$19,063 · $18,682+23.2%

+12.4%5 years · per year$17,912 · $17,417+11.7%

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

0.93%12-mo yield$93 · $87 on $10k0.87%

−7.8%Worst dropSmaller wins−8.5%

12.5%VolatilityLower wins12.3%

5–1AVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · DFAC

5.7%AAPL5.6%

5.3%NVDA5.3%

4.7%MSFT4.8%

3.4%AMZN2.6%

Held in common78.0%

End-of-day Nov 4, 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	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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

$17,912

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureAVUSDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.93%0.87%

5 years, per year+12.4%+11.7%

3 years, per year+24.0%+23.2%

Worst drop · 1Y−7.8%−8.5%

Volatility · 1Y12.5%12.3%

4–1measures won
AVUS first

78.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AVUS, DFAC, VUG

Today

78.0%most shared, AVUS and DFAC

AVUSDFACVUG

AVUS—78.0%40.7%

DFAC78.0%—36.1%

VUG40.7%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, AVUS

AVUS$93 − $15 = $78

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee