DFAC vs EPS

ADFAC

BEPS

Measures won1–5EPS wins · of 6 · 5Y

$10,000 · 5Y$17,151EPS · DFAC $16,526

Lowest cost0.08%EPS · $8 on $10k

Most income1.16%EPS · $116 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common63.8%DFAC and EPS

DFAC

EPS

Dimensional - US Core Equity 2 ETF · $89.2BWisdomTree U.S. LargeCap Fund · $1.6B

+21.2%3 years · per year$17,812 · $18,039+21.7%

+10.6%5 years · per year$16,526 · $17,150+11.4%

0.21%Expense ratio$21 · $8 on $10k · lower wins0.08%

0.90%12-mo yield$90 · $116 on $10k1.16%

−8.5%Worst dropSmaller wins−8.4%

12.9%VolatilityLower wins13.1%

1–5EPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · EPS

5.8%AAPL6.0%

5.1%NVDA7.1%

5.0%MSFT4.7%

2.7%AMZN5.6%

Held in common63.8%

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	BEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	BEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 EPS

DFAC

Dimensional - US Core Equity 2

$16,526

EPS

WisdomTree U.S. LargeCap Fund

$17,151

MeasureDFACEPS

Fee0.21%0.08%

Cost on $10k a year$21$8

Yield0.90%1.16%

5 years, per year+10.6%+11.4%

3 years, per year+21.2%+21.7%

Worst drop · 1Y−8.5%−8.4%

Volatility · 1Y12.9%13.1%

5–1measures won
EPS first

63.8%

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, EPS, IWF

Today

63.8%most shared, DFAC and EPS

DFACEPSIWF

DFAC—63.8%40.8%

EPS63.8%—46.9%

IWF40.8%46.9%—

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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