DFAC vs PHDG5YDFACDFACAvsBPHDGPHDGDimensional - US Core Equity 2 ETF · $87.4BInvesco S&P 500 Downside Hedged ETF · $62MReturns · dividends in+20.5%3 years · per year$17,492 · $13,603+10.8%+10.8%5 years · per year$16,689 · $12,110+3.9%Cost and income0.21%Expense ratio$21 · $44 on $10k · lower wins0.44%0.88%12-mo yield$88 · $142 on $10k
Overlap: DFAC, PHDG, VUGToday64.7%most shared, DFAC and PHDGDFACPHDGVUGDFAC—64.7%35.8%PHDG64.7%—45.3%VUG35.8%45.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAC vs PHDG5YADFACDimensional - US Core Equity 2$16,689vsPHDGBInvesco S&P 500 Downside Hedged$12,110$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BPHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.42%−0.5%+11.1%+11.0%+10.8%+3.9%−6.8%$62MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BPHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.42%−0.5%+11.1%+11.0%+10.8%+3.9%−6.8%$62MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: DFAC, PHDG, VUGToday64.7%most shared, DFAC and PHDGDFACPHDGVUGDFAC—64.7%35.8%PHDG64.7%—45.3%VUG35.8%45.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$98most kept, PHDGPHDG$142 − $44 = $98DFAC$88 − $21 = $67VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee