DFAC vs PBUS

ADFAC

BPBUS

Measures won2–4PBUS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · PBUS $16,807

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common69.0%DFAC and PBUS

DFAC

PBUS

Dimensional - US Core Equity 2 ETF · $85.7BInvesco MSCI USA ETF · $10.7B

+21.0%3 years · per year$17,722 · $18,100+21.9%

+10.6%5 years · per year$16,525 · $16,807+10.9%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

0.90%12-mo yield$90 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins13.8%

2–4PBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · PBUS

5.9%AAPL8.0%

5.0%MSFT6.0%

4.8%NVDA6.6%

2.7%AMZN4.0%

Held in common69.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B
3	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B
3	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

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 PBUS

DFAC

Dimensional - US Core Equity 2

$16,525

PBUS

Invesco MSCI USA

$16,807

MeasureDFACPBUS

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield0.90%1.05%

5 years, per year+10.6%+10.9%

3 years, per year+21.0%+21.9%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y12.9%13.8%

4–2measures won
PBUS first

69.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, PBUS, VTV

Today

69.0%most shared, DFAC and PBUS

DFACPBUSVTV

DFAC—69.0%38.0%

PBUS69.0%—43.4%

VTV38.0%43.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

PBUS$105 − $4 = $101

DFAC$90 − $21 = $69

KeptFee

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