DFAC vs DFUS

ADFAC

BDFUS

Measures won2–3DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,889DFUS · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFUS · $90 on $10k

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

Held in common76.1%DFAC and DFUS

DFAC

DFUS

Dimensional - US Core Equity 2 ETF · $85.7BDimensional U.S. Equity ETF · $20.8B

+21.2%3 years · per year$17,812 · $18,189+22.1%

+10.6%5 years · per year$16,526 · $16,889+11.1%

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

0.90%12-mo yield$90 · $90 on $10k0.90%

−8.5%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins13.9%

2–3DFUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · DFUS

5.8%AAPL6.9%

5.1%NVDA6.3%

5.0%MSFT5.7%

2.7%AMZN3.7%

Held in common76.1%

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 Four

5Y4 funds

#
1	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

All Four

5Y4 funds

#
1	BDFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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 DFUS

DFAC

Dimensional - US Core Equity 2

$16,526

DFUS

Dimensional U.S. Equity

$16,889

MeasureDFACDFUS

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.90%0.90%

5 years, per year+10.6%+11.1%

3 years, per year+21.2%+22.1%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.9%13.9%

3–2measures won
DFUS first

76.1%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, DFUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACDFUSVUGIWF

DFAC—76.1%36.2%40.8%

DFUS76.1%—51.1%53.9%

VUG36.2%51.1%—78.0%

IWF40.8%53.9%78.0%—

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

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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