DFAC vs NBCR

ADFAC

BNBCR

Measures won3–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common50.7%DFAC and NBCR

DFAC

NBCR

Dimensional - US Core Equity 2 ETF · $85.7BNeuberger Berman Core Equity ETF · $848M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $52 on $10k · lower wins0.52%

0.90%12-mo yield$90 · $43 on $10k0.43%

−8.5%Worst dropSmaller wins−10.4%

12.9%VolatilityLower wins12.9%

3–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · NBCR

5.9%AAPL7.4%

5.0%MSFT6.5%

4.8%NVDA6.5%

2.7%AMZN3.8%

Held in common50.7%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BNBCR	Neuberger Berman Core Equity ETFRead Desk	0.52%	0.43%	+0.2%	+4.8%	+5.7%	new	new	−10.4%	$848M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BNBCR	Neuberger Berman Core Equity ETFRead Desk	0.52%	0.43%	+0.2%	+4.8%	+5.7%	new	new	−10.4%	$848M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs NBCR

DFAC

Dimensional - US Core Equity 2

$16,525

NBCR

Neuberger Berman Core Equity

[…]

MeasureDFACNBCR

Fee0.21%0.52%

Cost on $10k a year$21$52

Yield0.90%0.43%

5 years, per year+10.6%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−10.4%

Volatility · 1Y12.9%12.9%

3–0measures won
DFAC first

50.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, NBCR, IWF

Today

50.7%most shared, DFAC and NBCR

DFACNBCRIWF

DFAC—50.7%40.2%

NBCR50.7%—49.9%

IWF40.2%49.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

NBCR$43 − $52 = −$9

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee