CTAP vs DFAC · Compare Desk

ADFAC

BIJH

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · IWF $16,499

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common11.5%DFAC and IJH

DFAC vs IJH

DFAC

IJH

Dimensional - US Core Equity 2 ETF · $87.6BiShares Core S&P Mid-Cap ETF · $125B

+23.0%3 years · per year$18,595 · $16,625+18.5%

+11.2%5 years · per year$16,976 · $14,303+7.4%

0.21%Expense ratio$21 · $5 on $10k · lower wins0.05%

0.88%12-mo yield$88 · $122 on $10k1.22%

−8.5%Worst dropSmaller wins−8.8%

12.2%VolatilityLower wins15.0%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IJH

0.1%USFD0.7%

0.1%SN0.5%

0.1%ATI0.7%

0.1%THC0.6%

Held in common11.5%

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	ADFAC	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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	ADFAC	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

DFAC vs IJH

DFAC

Dimensional - US Core Equity 2

$16,976

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureDFACIJH

Fee0.21%0.05%

Cost on $10k a year$21$5

Yield0.88%1.22%

5 years, per year+11.2%+7.4%

3 years, per year+23.0%+18.5%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y12.2%15.0%

4–2measures won
DFAC first

11.5%

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: DFAC, IJH, IWF

Today

40.4%most shared, DFAC and IWF

DFACIJHIWF

DFAC—11.5%40.4%

IJH11.5%—1.9%

IWF40.4%1.9%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KeptFee

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