DFAC vs AVUS

ADFAC

BAVUS

Measures won1–5AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,267AVUS · DFAC $16,820

Lowest cost0.15%AVUS · $15 on $10k

Most income0.94%AVUS · $94 on $10k

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

Held in common78.0%DFAC and AVUS

DFAC

AVUS

Dimensional - US Core Equity 2 ETF · $85.6BAvantis U.S. Equity ETF · $14.3B

+21.2%3 years · per year$17,787 · $18,116+21.9%

+11.0%5 years · per year$16,820 · $17,267+11.5%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.88%12-mo yield$88 · $94 on $10k0.94%

−8.5%Worst dropSmaller wins−7.8%

13.1%VolatilityLower wins13.3%

1–5AVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · AVUS

5.9%AAPL6.0%

4.9%NVDA4.9%

5.0%MSFT4.9%

2.7%AMZN3.6%

Held in common78.0%

End-of-day Nov 9, 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	BAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs AVUS

DFAC

Dimensional - US Core Equity 2

$16,820

AVUS

Avantis U.S. Equity

$17,267

MeasureDFACAVUS

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.88%0.94%

5 years, per year+11.0%+11.5%

3 years, per year+21.2%+21.9%

Worst drop · 1Y−8.5%−7.8%

Volatility · 1Y13.1%13.3%

4–1measures won
AVUS first

78.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, AVUS, IWF

Today

78.0%most shared, DFAC and AVUS

DFACAVUSIWF

DFAC—78.0%40.3%

AVUS78.0%—44.0%

IWF40.3%44.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, AVUS

AVUS$94 − $15 = $79

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee