CSM vs DFAC

ACSM

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,826CSM · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%CSM · $108 on $10k

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

Held in common52.3%CSM and DFAC

CSM

DFAC

ProShares - Large Cap Core Plus · $499MDimensional - US Core Equity 2 ETF · $85.7B

+22.3%3 years · per year$18,272 · $17,812+21.2%

+11.0%5 years · per year$16,826 · $16,526+10.6%

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

1.08%12-mo yield$108 · $90 on $10k0.90%

−9.4%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · DFAC

5.0%AAPL5.8%

4.8%NVDA5.1%

4.0%MSFT5.0%

2.8%AMZN2.7%

Held in common52.3%

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 Four

5Y4 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	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

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

All Four

5Y4 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	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

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

CSM vs DFAC

CSM

ProShares - Large Cap Core Plus

$16,826

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCSMDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.08%0.90%

5 years, per year+11.0%+10.6%

3 years, per year+22.3%+21.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y13.2%12.9%

3–3measures won
level

52.3%

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: CSM, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSMDFACIWFVUG

CSM—52.3%36.0%35.1%

DFAC52.3%—40.8%36.2%

IWF36.0%40.8%—78.0%

VUG35.1%36.2%78.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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