DFAC vs FEX

ADFAC

BFEX

Measures won1–3FEX wins · of 6 · 5Y

$10,000 · 5Y$16,562FEX · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%FEX · $99 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common34.9%DFAC and FEX

DFAC

FEX

Dimensional - US Core Equity 2 ETF · $89.2BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+21.2%3 years · per year$17,812 · $18,539+22.8%

+10.6%5 years · per year$16,526 · $16,562+10.6%

0.21%Expense ratio$21 · $57 on $10k · lower wins0.57%

0.90%12-mo yield$90 · $99 on $10k0.99%

−8.5%Worst dropSmaller wins−6.6%

12.9%VolatilityLower wins12.9%

1–3FEX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · FEX

0.8%BRK-B0.5%

0.7%CVX0.5%

1.3%LLY0.4%

0.4%AMGN0.4%

Held in common34.9%

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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	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 Four

5Y4 funds

#
1	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	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 FEX

DFAC

Dimensional - US Core Equity 2

$16,526

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

MeasureDFACFEX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.90%0.99%

5 years, per year+10.6%+10.6%

3 years, per year+21.2%+22.8%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y12.9%12.9%

3–1measures won
FEX first

34.9%

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, FEX, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACFEXIWFVUG

DFAC—34.9%40.8%36.2%

FEX34.9%—15.9%13.8%

IWF40.8%15.9%—78.0%

VUG36.2%13.8%78.0%—

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

FEX$99 − $57 = $42

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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