CFO vs DFAC

ACFO

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%CFO · $122 on $10k

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

Held in common42.3%CFO and DFAC

CFO

DFAC

VictoryShares US 500 Enhanced Volatility Wtd ETF · $416MDimensional - US Core Equity 2 ETF · $89.2B

+14.3%3 years · per year$14,935 · $17,812+21.2%

+3.6%5 years · per year$11,946 · $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 holdingsCFO · 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%	$89.2B
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	ACFO	VictoryShares US 500 Enhanced Volatility Wtd ETFRead Desk	0.38%	1.22%	−2.6%	+11.3%	+13.9%	+14.3%	+3.6%	−7.1%	$416M

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%	$89.2B
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	ACFO	VictoryShares US 500 Enhanced Volatility Wtd ETFRead Desk	0.38%	1.22%	−2.6%	+11.3%	+13.9%	+14.3%	+3.6%	−7.1%	$416M

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

CFO vs DFAC

CFO

VictoryShares US 500 Enhanced Volatility Wtd

$11,946

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCFODFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.22%0.90%

5 years, per year+3.6%+10.6%

3 years, per year+14.3%+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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CFO, DFAC, VUG

Today

42.3%most shared, CFO and DFAC

CFODFACVUG

CFO—42.3%13.3%

DFAC42.3%—36.2%

VUG13.3%36.2%—

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

Income After Fees on $10,000

$84most kept, CFO

CFO$122 − $38 = $84

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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