DFAC vs IWL

ADFAC

BIWL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,465IWL · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common57.8%DFAC and IWL

DFAC

IWL

Dimensional - US Core Equity 2 ETF · $85.7BiShares Russell Top 200 ETF · $2.1B

+21.2%3 years · per year$17,812 · $18,399+22.5%

+10.6%5 years · per year$16,526 · $17,465+11.8%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $88 on $10k0.88%

−8.5%Worst dropSmaller wins−9.8%

12.9%VolatilityLower wins14.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IWL

5.8%AAPL8.9%

5.1%NVDA8.2%

5.0%MSFT7.2%

2.7%AMZN4.5%

Held in common57.8%

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	BIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
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%	$85.7B
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

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	BIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
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%	$85.7B
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

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 IWL

DFAC

Dimensional - US Core Equity 2

$16,526

IWL

iShares Russell Top 200

$17,465

MeasureDFACIWL

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.90%0.88%

5 years, per year+10.6%+11.8%

3 years, per year+21.2%+22.5%

Worst drop · 1Y−8.5%−9.8%

Volatility · 1Y12.9%14.1%

3–2measures won
IWL first

57.8%

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, IWL, VUG

Today

60.3%most shared, IWL and VUG

DFACIWLVUG

DFAC—57.8%36.2%

IWL57.8%—60.3%

VUG36.2%60.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, IWL

IWL$88 − $15 = $73

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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