DFAC vs CAPE

ADFAC

BCAPE

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.57%CAPE · $157 on $10k

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

Held in common13.1%DFAC and CAPE

DFAC

CAPE

Dimensional - US Core Equity 2 ETF · $85.6BDoubleLine Shiller CAPE U.S. Equities ETF · $207M

+21.0%3 years · per year$17,722 · $14,363+12.8%

+10.6%5 years · per year$16,525 · […][…]

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

0.90%12-mo yield$90 · $157 on $10k1.57%

−8.5%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins12.6%

3–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · CAPE

2.7%AMZN6.3%

0.6%PG1.9%

0.6%WMT2.6%

0.5%KO1.9%

Held in common13.1%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$207M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$207M

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 CAPE

DFAC

Dimensional - US Core Equity 2

$16,525

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

MeasureDFACCAPE

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.90%1.57%

5 years, per year+10.6%[…]

3 years, per year+21.0%+12.8%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.9%12.6%

3–2measures won
DFAC first

13.1%

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, CAPE, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACCAPEVUGIWF

DFAC—13.1%35.7%40.2%

CAPE13.1%—12.1%10.2%

VUG35.7%12.1%—78.0%

IWF40.2%10.2%78.0%—

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

Income After Fees on $10,000

$92most kept, CAPE

CAPE$157 − $65 = $92

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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