DFAC vs FPX

ADFAC

BFPX

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common4.4%DFAC and FPX

DFAC

FPX

Dimensional - US Core Equity 2 ETF · $87.6BFirst Trust US Equity Opportunities ETF · $1.3B

+23.0%3 years · per year$18,595 · $22,414+30.9%

+11.2%5 years · per year$16,976 · $13,284+5.8%

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

0.88%12-mo yield$88 · $19 on $10k0.19%

−8.5%Worst dropSmaller wins−18.9%

12.2%VolatilityLower wins26.5%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · FPX

1.3%LLY9.3%

0.3%GS1.9%

0.2%SNDK4.9%

0.1%STX4.1%

Held in common4.4%

End-of-day Nov 4, 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%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

End-of-day Nov 4, 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%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	BFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs FPX

DFAC

Dimensional - US Core Equity 2

$16,976

FPX

First Trust US Equity Opportunities

$13,284

MeasureDFACFPX

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.88%0.19%

5 years, per year+11.2%+5.8%

3 years, per year+23.0%+30.9%

Worst drop · 1Y−8.5%−18.9%

Volatility · 1Y12.2%26.5%

5–1measures won
DFAC first

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: DFAC, FPX, VUG

Today

35.7%most shared, DFAC and VUG

DFACFPXVUG

DFAC—4.4%35.7%

FPX4.4%—5.6%

VUG35.7%5.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee