DFAC vs CDL

ADFAC

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · CDL $16,213

Lowest cost0.03%VUG · $3 on $10k

Most income3.23%CDL · $323 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common11.0%DFAC and CDL

DFAC

CDL

Dimensional - US Core Equity 2 ETF · $85.6BVictoryShares US Large Cap High Div Volatility Wtd ETF · $409M

+21.0%3 years · per year$17,722 · $16,786+18.8%

+10.6%5 years · per year$16,525 · $16,213+10.1%

0.21%Expense ratio$21 · $38 on $10k · lower wins0.38%

0.90%12-mo yield$90 · $323 on $10k3.23%

−8.5%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · CDL

0.9%XOM1.0%

0.7%CVX1.1%

0.6%PG1.5%

0.5%ABBV1.1%

Held in common11.0%

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	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	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

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	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	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

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 CDL

DFAC

Dimensional - US Core Equity 2

$16,525

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

MeasureDFACCDL

Fee0.21%0.38%

Cost on $10k a year$21$38

Yield0.90%3.23%

5 years, per year+10.6%+10.1%

3 years, per year+21.0%+18.8%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.9%11.1%

3–3measures won
level

11.0%

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, CDL, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACCDLIWFVUG

DFAC—11.0%40.2%35.7%

CDL11.0%—2.2%0.5%

IWF40.2%2.2%—78.0%

VUG35.7%0.5%78.0%—

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

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

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