DFAC vs SCHB

ADFAC

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common74.8%DFAC and SCHB

DFAC

SCHB

Dimensional - US Core Equity 2 ETF · $85.6BSchwab U.S. Broad Market ETF · $43.2B

+21.0%3 years · per year$17,722 · $17,991+21.6%

+10.6%5 years · per year$16,525 · $16,377+10.4%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $109 on $10k1.09%

−8.5%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SCHB

5.9%AAPL7.1%

5.0%MSFT5.6%

4.8%NVDA6.2%

2.7%AMZN3.6%

Held in common74.8%

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 Four

5Y4 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%	$85.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Four

5Y4 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%	$85.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 SCHB

DFAC

Dimensional - US Core Equity 2

$16,525

SCHB

Schwab U.S. Broad Market

$16,377

MeasureDFACSCHB

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%1.09%

5 years, per year+10.6%+10.4%

3 years, per year+21.0%+21.6%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.9%13.8%

3–3measures won
level

74.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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$59.7B

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

Overlap: DFAC, SCHB, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACSCHBVUGIWF

DFAC—74.8%35.7%40.2%

SCHB74.8%—50.0%52.6%

VUG35.7%50.0%—78.0%

IWF40.2%52.6%78.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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