DFAC vs DFUS

ADFAC

BDFUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFUS $17,837

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common75.9%DFAC and DFUS

DFAC

DFUS

Dimensional - US Core Equity 2 ETF · $89.2BDimensional U.S. Equity ETF · $21.8B

+23.2%3 years · per year$18,682 · $19,145+24.2%

+11.7%5 years · per year$17,417 · $17,837+12.3%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

0.87%12-mo yield$87 · $86 on $10k0.86%

−8.5%Worst dropSmaller wins−9.0%

12.3%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · DFUS

5.6%AAPL6.7%

5.3%NVDA6.6%

4.8%MSFT5.4%

2.6%AMZN3.5%

Held in common75.9%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
3	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
3	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

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 DFUS

DFAC

Dimensional - US Core Equity 2

$17,417

DFUS

Dimensional U.S. Equity

$17,837

MeasureDFACDFUS

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.87%0.86%

5 years, per year+11.7%+12.3%

3 years, per year+23.2%+24.2%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.3%13.2%

3–2measures won
DFUS first

75.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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, DFUS, VTV

Today

75.9%most shared, DFAC and DFUS

DFACDFUSVTV

DFAC—75.9%37.7%

DFUS75.9%—39.7%

VTV37.7%39.7%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFUS$86 − $9 = $77

DFAC$87 − $21 = $66

KeptFee

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