DFAC vs EPRF

ADFAC

BEPRF

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VUG · $3 on $10k

Most income6.46%EPRF · $646 on $10k

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

Held in common0.0%DFAC and EPRF

DFAC

EPRF

Dimensional - US Core Equity 2 ETF · $87.7BInnovator S&P Inv. Grade Preferred ETF · $62M

+21.2%3 years · per year$17,787 · $10,804+2.6%

+11.0%5 years · per year$16,820 · $8,623−2.9%

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

0.88%12-mo yield$88 · $646 on $10k6.46%

−8.5%Worst dropSmaller wins−10.2%

13.1%VolatilityLower wins7.9%

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 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

End-of-day Nov 9, 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

$16,820

EPRF

Innovator S&P Inv. Grade Preferred

$8,623

MeasureDFACEPRF

Fee0.21%0.47%

Cost on $10k a year$21$47

Yield0.88%6.46%

5 years, per year+11.0%−2.9%

3 years, per year+21.2%+2.6%

Worst drop · 1Y−8.5%−10.2%

Volatility · 1Y13.1%7.9%

4–2measures won
DFAC first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAC, EPRF, VUG, VTV

Today

37.8%most shared, DFAC and VTV

DFACEPRFVUGVTV

DFAC—0.0%35.8%37.8%

EPRF0.0%—0.0%0.0%

VUG35.8%0.0%—1.9%

VTV37.8%0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee