DFAC vs SPGP

ADFAC

BSPGP

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common16.1%DFAC and SPGP

DFAC

SPGP

Dimensional - US Core Equity 2 ETF · $85.6BInvesco S&P 500 GARP ETF · $2.1B

+21.0%3 years · per year$17,722 · $14,693+13.7%

+10.6%5 years · per year$16,525 · $14,295+7.4%

0.21%Expense ratio$21 · $34 on $10k · lower wins0.34%

0.90%12-mo yield$90 · $77 on $10k0.77%

−8.5%Worst dropSmaller wins−11.2%

12.9%VolatilityLower wins15.7%

6–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SPGP

4.8%NVDA2.0%

1.9%META1.6%

5.0%MSFT1.3%

1.3%LLY2.2%

Held in common16.1%

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 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	BSPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.77%	−0.4%	+10.6%	+13.6%	+13.7%	+7.4%	−11.2%	$2.1B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	BSPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.77%	−0.4%	+10.6%	+13.6%	+13.7%	+7.4%	−11.2%	$2.1B

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 SPGP

DFAC

Dimensional - US Core Equity 2

$16,525

SPGP

Invesco S&P 500 GARP

$14,295

MeasureDFACSPGP

Fee0.21%0.34%

Cost on $10k a year$21$34

Yield0.90%0.77%

5 years, per year+10.6%+7.4%

3 years, per year+21.0%+13.7%

Worst drop · 1Y−8.5%−11.2%

Volatility · 1Y12.9%15.7%

6–0measures won
DFAC first

16.1%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, SPGP, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACSPGPIWFVUG

DFAC—16.1%40.2%35.7%

SPGP16.1%—17.4%15.4%

IWF40.2%17.4%—78.0%

VUG35.7%15.4%78.0%—

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

SPGP$77 − $34 = $43

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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