DFAC vs SIZE

ADFAC

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.8%DFAC and SIZE

DFAC

SIZE

Dimensional - US Core Equity 2 ETF · $85.6BiShares MSCI USA Size Factor ETF · $425M

+21.0%3 years · per year$17,722 · $16,431+18.0%

+10.6%5 years · per year$16,525 · $14,104+7.1%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $139 on $10k1.39%

−8.5%Worst dropSmaller wins−8.0%

12.9%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SIZE

0.4%AMGN0.2%

0.3%TRV0.2%

0.5%ABBV0.2%

0.2%RCL0.2%

Held in common42.8%

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	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
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	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
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 SIZE

DFAC

Dimensional - US Core Equity 2

$16,525

SIZE

iShares MSCI USA Size Factor

$14,104

MeasureDFACSIZE

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.90%1.39%

5 years, per year+10.6%+7.1%

3 years, per year+21.0%+18.0%

Worst drop · 1Y−8.5%−8.0%

Volatility · 1Y12.9%13.2%

3–3measures won
level

42.8%

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$59.7B

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

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, SIZE, IWF, VO

Today

49.3%most shared, SIZE and VO

DFACSIZEIWFVO

DFAC—42.8%40.2%19.7%

SIZE42.8%—20.7%49.3%

IWF40.2%20.7%—9.2%

VO19.7%49.3%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SIZE$139 − $15 = $124

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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