CSM vs DFAC

ACSM

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,681CSM · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%CSM · $104 on $10k

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

Held in common52.2%CSM and DFAC

CSM

DFAC

ProShares - Large Cap Core Plus · $521MDimensional - US Core Equity 2 ETF · $89.2B

+24.3%3 years · per year$19,199 · $18,682+23.2%

+12.1%5 years · per year$17,681 · $17,417+11.7%

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

1.04%12-mo yield$104 · $87 on $10k0.87%

−9.4%Worst dropSmaller wins−8.5%

12.6%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSM · DFAC

5.1%NVDA5.3%

4.8%AAPL5.6%

3.8%MSFT4.8%

2.7%AMZN2.6%

Held in common52.2%

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$17,682

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureCSMDFAC

Fee0.45%0.21%

Cost on $10k a year$45$21

Yield1.04%0.87%

5 years, per year+12.1%+11.7%

3 years, per year+24.3%+23.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y12.6%12.3%

3–3measures won
level

52.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, DFAC, VUG, IWF

Today

77.4%most shared, VUG and IWF

CSMDFACVUGIWF

CSM—52.2%35.1%36.2%

DFAC52.2%—36.1%40.8%

VUG35.1%36.1%—77.4%

IWF36.2%40.8%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

CSM$104 − $45 = $59

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee