CDL vs DFAC

ACDL

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income3.05%CDL · $305 on $10k

Smallest drop−7.7%CDL · worst fall in 1Y

Held in common10.9%CDL and DFAC

CDL

DFAC

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409MDimensional - US Core Equity 2 ETF · $85.6B

+18.7%3 years · per year$16,724 · $17,787+21.2%

+10.4%5 years · per year$16,400 · $16,820+11.0%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

3.05%12-mo yield$305 · $88 on $10k0.88%

−7.7%Worst dropSmaller wins−8.5%

11.2%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCDL · DFAC

1.0%XOM0.9%

1.1%CVX0.7%

1.5%PG0.6%

1.1%ABBV0.5%

Held in common10.9%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	+1.4%	+21.3%	+24.6%	+18.7%	+10.4%	−7.7%	$409M
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.05%	+1.4%	+21.3%	+24.6%	+18.7%	+10.4%	−7.7%	$409M
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CDL vs DFAC

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,400

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureCDLDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield3.05%0.88%

5 years, per year+10.4%+11.0%

3 years, per year+18.7%+21.2%

Worst drop · 1Y−7.7%−8.5%

Volatility · 1Y11.2%13.1%

3–3measures won
level

10.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CDL, DFAC, VUG, IWF

Today

78.1%most shared, VUG and IWF

CDLDFACVUGIWF

CDL—10.9%0.5%2.2%

DFAC10.9%—35.8%40.3%

VUG0.5%35.8%—78.1%

IWF2.2%40.3%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee