CSM vs DFAC

ACSM

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · CSM $16,787

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 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 · $499MDimensional - US Core Equity 2 ETF · $85.6B

+21.9%3 years · per year$18,102 · $17,722+21.0%

+10.9%5 years · per year$16,787 · $16,525+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

5.1%AAPL5.9%

4.6%NVDA4.8%

4.0%MSFT5.0%

2.9%AMZN2.7%

Held in common52.2%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,787

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureCSMDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.08%0.90%

5 years, per year+10.9%+10.6%

3 years, per year+21.9%+21.0%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y13.2%12.9%

3–3measures won
level

52.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CSM, DFAC, VTV, VUG

Today

52.2%most shared, CSM and DFAC

CSMDFACVTVVUG

CSM—52.2%32.0%34.5%

DFAC52.2%—38.0%35.7%

VTV32.0%38.0%—1.9%

VUG34.5%35.7%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee