DFAC vs EPRF

ADFAC

BEPRF

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income6.54%EPRF · $654 on $10k

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

Held in common0.0%DFAC and EPRF

DFAC

EPRF

Dimensional - US Core Equity 2 ETF · $85.7BInnovator S&P Inv. Grade Preferred ETF · $62M

+21.2%3 years · per year$17,812 · $11,079+3.5%

+10.6%5 years · per year$16,526 · $8,503−3.2%

0.21%Expense ratio$21 · $47 on $10k · lower wins0.47%

0.90%12-mo yield$90 · $654 on $10k6.54%

−8.5%Worst dropSmaller wins−10.2%

12.9%VolatilityLower wins7.8%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · EPRF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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
4	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.54%	−1.3%	−7.2%	−7.7%	+3.5%	−3.2%	−10.2%	$62M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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
4	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.54%	−1.3%	−7.2%	−7.7%	+3.5%	−3.2%	−10.2%	$62M

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 EPRF

DFAC

Dimensional - US Core Equity 2

$16,526

EPRF

Innovator S&P Inv. Grade Preferred

$8,503

MeasureDFACEPRF

Fee0.21%0.47%

Cost on $10k a year$21$47

Yield0.90%6.54%

5 years, per year+10.6%−3.2%

3 years, per year+21.2%+3.5%

Worst drop · 1Y−8.5%−10.2%

Volatility · 1Y12.9%7.8%

4–2measures won
DFAC first

0.0%

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, EPRF, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACEPRFVUGIWF

DFAC—0.0%36.2%40.8%

EPRF0.0%—0.0%0.0%

VUG36.2%0.0%—78.0%

IWF40.8%0.0%78.0%—

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

Income After Fees on $10,000

$607most kept, EPRF

EPRF$654 − $47 = $607

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