BTAL vs DFAC

ABTAL

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common15.9%BTAL and DFAC

BTAL

DFAC

AGF U.S. Market Neutral Anti-Beta Fund · $363MDimensional - US Core Equity 2 ETF · $85.7B

−10.1%3 years · per year$7,274 · $17,812+21.2%

−1.6%5 years · per year$9,246 · $16,526+10.6%

1.53%Expense ratio$153 · $21 on $10k · lower wins0.21%

2.63%12-mo yield$263 · $90 on $10k0.90%

−29.2%Worst dropSmaller wins−8.5%

24.3%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · DFAC

4.2%JNJ0.9%

4.9%BRK-B0.8%

3.8%CSCO0.5%

4.5%ABBV0.5%

Held in common15.9%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$363M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$363M

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

BTAL vs DFAC

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureBTALDFAC

Fee1.53%0.21%

Cost on $10k a year$153$21

Yield2.63%0.90%

5 years, per year−1.6%+10.6%

3 years, per year−10.1%+21.2%

Worst drop · 1Y−29.2%−8.5%

Volatility · 1Y24.3%12.9%

5–1measures won
DFAC first

15.9%

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: BTAL, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

BTALDFACVUG

BTAL—15.9%4.0%

DFAC15.9%—36.2%

VUG4.0%36.2%—

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

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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