DFAC vs ACSI

ADFAC

BACSI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−7.8%ACSI · worst fall in 1Y

Held in common21.3%DFAC and ACSI

DFAC

ACSI

Dimensional - US Core Equity 2 ETF · $85.6BAmerican Customer Satisfaction ETF · $117M

+21.0%3 years · per year$17,722 · $17,839+21.3%

+10.6%5 years · per year$16,525 · $15,370+9.0%

0.21%Expense ratio$21 · $65 on $10k · lower wins0.65%

0.90%12-mo yield$90 · $79 on $10k0.79%

−8.5%Worst dropSmaller wins−7.8%

12.9%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · ACSI

5.9%AAPL7.1%

5.0%MSFT4.5%

2.7%AMZN4.4%

1.9%META3.8%

Held in common21.3%

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 Three

5Y3 funds

#
1	ADFAC	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BACSI	American Customer Satisfaction ETFRead Desk	0.65%	0.79%	−0.2%	+15.4%	+18.0%	+21.3%	+9.0%	−7.8%	$117M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BACSI	American Customer Satisfaction ETFRead Desk	0.65%	0.79%	−0.2%	+15.4%	+18.0%	+21.3%	+9.0%	−7.8%	$117M

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

DFAC vs ACSI

DFAC

Dimensional - US Core Equity 2

$16,525

ACSI

American Customer Satisfaction

$15,370

MeasureDFACACSI

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.90%0.79%

5 years, per year+10.6%+9.0%

3 years, per year+21.0%+21.3%

Worst drop · 1Y−8.5%−7.8%

Volatility · 1Y12.9%12.7%

3–3measures won
level

21.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, ACSI, IWF

Today

40.2%most shared, DFAC and IWF

DFACACSIIWF

DFAC—21.3%40.2%

ACSI21.3%—22.8%

IWF40.2%22.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

ACSI$79 − $65 = $14

KeptFee

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