DFAC vs CDL

ADFAC

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%CDL · $300 on $10k

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

Held in common10.7%DFAC and CDL

DFAC

CDL

Dimensional - US Core Equity 2 ETF · $89.2BVictoryShares US Large Cap High Div Volatility Wtd ETF · $408M

+23.2%3 years · per year$18,682 · $17,409+20.3%

+11.7%5 years · per year$17,417 · $16,692+10.8%

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

0.87%12-mo yield$87 · $300 on $10k3.00%

−8.5%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CDL

0.9%XOM1.0%

0.7%CVX1.1%

0.5%PG1.4%

0.5%ABBV1.1%

Held in common10.7%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

End-of-day Nov 4, 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

$17,417

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

MeasureDFACCDL

Fee0.21%0.38%

Cost on $10k a year$21$38

Yield0.87%3.00%

5 years, per year+11.7%+10.8%

3 years, per year+23.2%+20.3%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.3%11.0%

3–3measures won
level

10.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, CDL, VUG

Today

36.1%most shared, DFAC and VUG

DFACCDLVUG

DFAC—10.7%36.1%

CDL10.7%—0.5%

VUG36.1%0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee