CSM vs DFAC

ACSM

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,292CSM · DFAC $16,976

Lowest cost0.03%VUG · $3 on $10k

Most income1.06%CSM · $106 on $10k

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

Held in common52.1%CSM and DFAC

CSM

DFAC

ProShares - Large Cap Core Plus · $512MDimensional - US Core Equity 2 ETF · $87.6B

+24.1%3 years · per year$19,103 · $18,595+23.0%

+11.6%5 years · per year$17,292 · $16,976+11.2%

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%

12.5%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · DFAC

5.0%NVDA5.2%

4.9%AAPL5.7%

3.7%MSFT4.7%

2.7%AMZN2.5%

Held in common52.1%

End-of-day Nov 3, 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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+0.2%	+9.4%	+11.4%	+24.1%	+11.6%	−9.4%	$512M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

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

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.06%	+0.2%	+9.4%	+11.4%	+24.1%	+11.6%	−9.4%	$512M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

End-of-day Nov 3, 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

$17,292

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureCSMDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.06%0.88%

5 years, per year+11.6%+11.2%

3 years, per year+24.1%+23.0%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y12.5%12.2%

3–3measures won
level

52.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CSM, DFAC, VUG

Today

52.1%most shared, CSM and DFAC

CSMDFACVUG

CSM—52.1%34.8%

DFAC52.1%—35.7%

VUG34.8%35.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee