CFA vs DFAC

ACFA

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.22%CFA · $122 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common42.3%CFA and DFAC

CFA

DFAC

VictoryShares US 500 Volatility Wtd ETF · $547MDimensional - US Core Equity 2 ETF · $85.7B

+16.6%3 years · per year$15,869 · $17,812+21.2%

+7.5%5 years · per year$14,358 · $16,526+10.6%

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

1.22%12-mo yield$122 · $90 on $10k0.90%

−7.1%Worst dropSmaller wins−8.5%

11.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · DFAC

0.5%BRK-B0.8%

0.4%PG0.6%

0.3%KO0.5%

0.3%COST0.3%

Held in common42.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$547M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$547M

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

CFA vs DFAC

CFA

VictoryShares US 500 Volatility Wtd

$14,358

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCFADFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.22%0.90%

5 years, per year+7.5%+10.6%

3 years, per year+16.6%+21.2%

Worst drop · 1Y−7.1%−8.5%

Volatility · 1Y11.0%12.9%

3–3measures won
level

42.3%

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: CFA, DFAC, IWF

Today

42.3%most shared, CFA and DFAC

CFADFACIWF

CFA—42.3%16.9%

DFAC42.3%—40.8%

IWF16.9%40.8%—

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

Income After Fees on $10,000

$84most kept, CFA

CFA$122 − $38 = $84

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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