DFAC vs PTLC

ADFAC

BPTLC

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.03%PTLC · $103 on $10k

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

Held in common69.1%DFAC and PTLC

DFAC

PTLC

Dimensional - US Core Equity 2 ETF · $85.7BPacer Trendpilot US Large Cap ETF · $3.1B

+21.0%3 years · per year$17,722 · $14,982+14.4%

+10.6%5 years · per year$16,525 · $14,819+8.2%

0.21%Expense ratio$21 · $60 on $10k · lower wins0.60%

0.90%12-mo yield$90 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins13.0%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · PTLC

5.9%AAPL7.9%

5.0%MSFT6.3%

4.8%NVDA6.9%

2.7%AMZN4.0%

Held in common69.1%

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	BPTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	1.03%	+0.3%	+3.3%	+4.2%	+14.4%	+8.2%	−8.8%	$3.1B

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	BPTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	1.03%	+0.3%	+3.3%	+4.2%	+14.4%	+8.2%	−8.8%	$3.1B

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 PTLC

DFAC

Dimensional - US Core Equity 2

$16,525

PTLC

Pacer Trendpilot US Large Cap

$14,819

MeasureDFACPTLC

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.90%1.03%

5 years, per year+10.6%+8.2%

3 years, per year+21.0%+14.4%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y12.9%13.0%

5–1measures won
DFAC first

69.1%

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, PTLC, IWF

Today

69.1%most shared, DFAC and PTLC

DFACPTLCIWF

DFAC—69.1%40.2%

PTLC69.1%—55.6%

IWF40.2%55.6%—

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

PTLC$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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