DFAC vs CAPE

ADFAC

BCAPE

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.54%CAPE · $154 on $10k

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

Held in common12.8%DFAC and CAPE

DFAC

CAPE

Dimensional - US Core Equity 2 ETF · $89.2BDoubleLine Shiller CAPE U.S. Equities ETF · $207M

+21.2%3 years · per year$17,812 · $14,719+13.8%

+10.6%5 years · per year$16,526 · […][…]

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

0.90%12-mo yield$90 · $154 on $10k1.54%

−8.5%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins12.5%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CAPE

2.7%AMZN6.3%

0.6%PG1.9%

0.6%WMT2.6%

0.5%KO1.9%

Held in common12.8%

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.54%	−0.7%	+2.8%	+6.7%	+13.8%	new	−9.7%	$207M

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.54%	−0.7%	+2.8%	+6.7%	+13.8%	new	−9.7%	$207M

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

Cards for this view

DFAC vs CAPE

DFAC

Dimensional - US Core Equity 2

$16,526

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

MeasureDFACCAPE

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.90%1.54%

5 years, per year+10.6%[…]

3 years, per year+21.2%+13.8%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.9%12.5%

3–2measures won
DFAC first

12.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, CAPE, IWF

Today

40.8%most shared, DFAC and IWF

DFACCAPEIWF

DFAC—12.8%40.8%

CAPE12.8%—10.0%

IWF40.8%10.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CAPE

CAPE$154 − $65 = $89

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee