DFAC vs SHUS

ADFAC

BSHUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,869DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−6.9%SHUS · worst fall in 1Y

Held in common0.0%DFAC and SHUS

DFAC

SHUS

Dimensional - US Core Equity 2 ETF · $85.6BStratified LargeCap Hedged ETF · $23M

+21.3%3 years · per year$17,839 · $14,410+12.9%

+11.0%5 years · per year$16,869 · $13,463+6.1%

0.21%Expense ratio$21 · $95 on $10k · lower wins0.95%

0.88%12-mo yield$88 · $122 on $10k1.22%

−8.5%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins10.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SHUS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	0.88%	+2.7%	+14.4%	+18.1%	+21.3%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSHUS	Stratified LargeCap Hedged ETFRead Desk	0.95%	1.22%	0.0%	+12.8%	+16.1%	+12.9%	+6.1%	−6.9%	$23M

End-of-day Nov 9, 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%	0.88%	+2.7%	+14.4%	+18.1%	+21.3%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSHUS	Stratified LargeCap Hedged ETFRead Desk	0.95%	1.22%	0.0%	+12.8%	+16.1%	+12.9%	+6.1%	−6.9%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SHUS

DFAC

Dimensional - US Core Equity 2

$16,869

SHUS

Stratified LargeCap Hedged

$13,463

MeasureDFACSHUS

Fee0.21%0.95%

Cost on $10k a year$21$95

Yield0.88%1.22%

5 years, per year+11.0%+6.1%

3 years, per year+21.3%+12.9%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y13.1%10.5%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, SHUS, VUG, VO

Today

35.7%most shared, DFAC and VUG

DFACSHUSVUGVO

DFAC—0.0%35.7%19.7%

SHUS0.0%—0.0%0.0%

VUG35.7%0.0%—10.2%

VO19.7%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SHUS$122 − $95 = $27

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee