DFAC vs FEX

ADFAC

BFEX

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common34.8%DFAC and FEX

DFAC

FEX

Dimensional - US Core Equity 2 ETF · $85.6BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+21.2%3 years · per year$17,787 · $17,641+20.8%

+11.0%5 years · per year$16,820 · $16,069+10.0%

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

0.88%12-mo yield$88 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−6.6%

13.1%VolatilityLower wins13.5%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · FEX

0.9%BRK-B0.5%

0.7%CVX0.5%

1.3%LLY0.4%

0.4%AMGN0.4%

Held in common34.8%

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%	$85.6B
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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

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%	$85.6B
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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

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 FEX

DFAC

Dimensional - US Core Equity 2

$16,820

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,069

MeasureDFACFEX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.88%1.01%

5 years, per year+11.0%+10.0%

3 years, per year+21.2%+20.8%

Worst drop · 1Y−8.5%−6.6%

Volatility · 1Y13.1%13.5%

4–2measures won
DFAC first

34.8%

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$59.7B

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$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAC, FEX, VUG, VTV

Today

37.8%most shared, DFAC and VTV

DFACFEXVUGVTV

DFAC—34.8%35.8%37.8%

FEX34.8%—13.4%36.4%

VUG35.8%13.4%—1.9%

VTV37.8%36.4%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

FEX$101 − $57 = $44

VUG$41 − $3 = $38

KeptFee

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