DFAC vs FINA

ADFAC

BFINA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.09%FINA · $9 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common58.8%DFAC and FINA

DFAC

FINA

Dimensional - US Core Equity 2 ETF · $85.6BFidelity MSCI North American Subset Index ETF · $2.3B

+21.2%3 years · per year$17,787 · […][…]

+11.0%5 years · per year$16,820 · […][…]

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

0.88%12-mo yield$88 · $17 on $10k0.17%

−8.5%Worst dropSmaller wins[…]

13.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · FINA

5.9%AAPL7.5%

5.0%MSFT5.6%

4.9%NVDA6.5%

2.7%AMZN3.8%

Held in common58.8%

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 Three

5Y3 funds

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	+2.3%	new	new	new	new	[…]	$2.3B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	+2.3%	new	new	new	new	[…]	$2.3B

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 FINA

DFAC

Dimensional - US Core Equity 2

$16,820

FINA

Fidelity MSCI North American Subset Index

[…]

MeasureDFACFINA

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.88%0.17%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y13.1%[…]

1–1measures won
level

58.8%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, FINA, IWF

Today

58.8%most shared, DFAC and FINA

DFACFINAIWF

DFAC—58.8%40.3%

FINA58.8%—52.9%

IWF40.3%52.9%—

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

FINA$17 − $9 = $8

KeptFee

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