DFAC vs EQTY

ADFAC

BEQTY

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common15.7%DFAC and EQTY

DFAC

EQTY

Dimensional - US Core Equity 2 ETF · $85.7BKovitz Core Equity ETF · $1.4B

+21.2%3 years · per year$17,812 · $16,955+19.2%

+10.6%5 years · per year$16,526 · […][…]

0.21%Expense ratio$21 · $99 on $10k · lower wins0.99%

0.90%12-mo yield$90 · $2 on $10k0.02%

−8.5%Worst dropSmaller wins−11.9%

12.9%VolatilityLower wins13.4%

5–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · EQTY

5.0%MSFT3.9%

2.7%AMZN4.8%

1.9%META3.1%

5.8%AAPL1.6%

Held in common15.7%

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	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	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
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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	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	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
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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 EQTY

DFAC

Dimensional - US Core Equity 2

$16,526

EQTY

Kovitz Core Equity

[…]

MeasureDFACEQTY

Fee0.21%0.99%

Cost on $10k a year$21$99

Yield0.90%0.02%

5 years, per year+10.6%[…]

3 years, per year+21.2%+19.2%

Worst drop · 1Y−8.5%−11.9%

Volatility · 1Y12.9%13.4%

5–0measures won
DFAC first

15.7%

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$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, EQTY, IWF

Today

40.8%most shared, DFAC and IWF

DFACEQTYIWF

DFAC—15.7%40.8%

EQTY15.7%—20.6%

IWF40.8%20.6%—

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

IWF$39 − $18 = $21

EQTY$2 − $99 = −$97

KeptFee

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