CSM vs DFAC

ACSM

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · CSM $17,122

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common52.2%CSM and DFAC

CSM

DFAC

ProShares - Large Cap Core Plus · $508MDimensional - US Core Equity 2 ETF · $87.7B

+22.2%3 years · per year$18,244 · $17,787+21.2%

+11.4%5 years · per year$17,122 · $16,820+11.0%

0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $88 on $10k0.88%

−9.4%Worst dropSmaller wins−8.5%

13.3%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · DFAC

5.1%AAPL5.9%

4.7%NVDA4.9%

4.0%MSFT5.0%

2.9%AMZN2.7%

Held in common52.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$508M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

CSM vs DFAC

CSM

ProShares - Large Cap Core Plus

$17,122

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureCSMDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.06%0.88%

5 years, per year+11.4%+11.0%

3 years, per year+22.2%+21.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y13.3%13.1%

3–3measures won
level

52.2%

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSM, DFAC, IWF, VTV

Today

52.2%most shared, CSM and DFAC

CSMDFACIWFVTV

CSM—52.2%35.7%32.0%

DFAC52.2%—40.3%37.8%

IWF35.7%40.3%—11.8%

VTV32.0%37.8%11.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

IWF$38 − $18 = $20

KeptFee

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