DFAC vs DYNF

ADFAC

BDYNF

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,413DYNF · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common48.7%DFAC and DYNF

DFAC

DYNF

Dimensional - US Core Equity 2 ETF · $89.2BiShares U.S. Equity Factor Rotation Active ETF · $42.3B

+21.2%3 years · per year$17,812 · $19,571+25.1%

+10.6%5 years · per year$16,526 · $18,413+13.0%

0.21%Expense ratio$21 · $26 on $10k · lower wins0.26%

0.90%12-mo yield$90 · $87 on $10k0.87%

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins14.5%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · DYNF

5.8%AAPL8.3%

5.1%NVDA7.6%

5.0%MSFT5.1%

2.7%AMZN4.4%

Held in common48.7%

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 Three

5Y3 funds

#
1	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk	0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$42.3B
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%	$89.2B
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

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

All Three

5Y3 funds

#
1	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk	0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$42.3B
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%	$89.2B
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

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 DYNF

DFAC

Dimensional - US Core Equity 2

$16,526

DYNF

iShares U.S. Equity Factor Rotation Active

$18,413

MeasureDFACDYNF

Fee0.21%0.26%

Cost on $10k a year$21$26

Yield0.90%0.87%

5 years, per year+10.6%+13.0%

3 years, per year+21.2%+25.1%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%14.5%

3–2measures won
DFAC first

48.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, DYNF, VUG

Today

50.5%most shared, DYNF and VUG

DFACDYNFVUG

DFAC—48.7%36.2%

DYNF48.7%—50.5%

VUG36.2%50.5%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

DYNF$87 − $26 = $61

VUG$43 − $3 = $40

KeptFee

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