DFAC vs SPUS

ADFAC

BSPUS

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,560SPUS · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common42.6%DFAC and SPUS

DFAC

SPUS

Dimensional - US Core Equity 2 ETF · $89.2BSP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3B

+23.2%3 years · per year$18,682 · $20,062+26.1%

+11.7%5 years · per year$17,417 · $19,560+14.4%

0.21%Expense ratio$21 · $45 on $10k · lower wins0.45%

0.87%12-mo yield$87 · $52 on $10k0.52%

−8.5%Worst dropSmaller wins−10.7%

12.3%VolatilityLower wins16.1%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SPUS

5.6%AAPL12.7%

5.3%NVDA13.2%

4.8%MSFT10.2%

1.4%GOOGL4.3%

Held in common42.6%

End-of-day Nov 4, 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	BSPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk	0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SPUS

DFAC

Dimensional - US Core Equity 2

$17,417

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$19,560

MeasureDFACSPUS

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.87%0.52%

5 years, per year+11.7%+14.4%

3 years, per year+23.2%+26.1%

Worst drop · 1Y−8.5%−10.7%

Volatility · 1Y12.3%16.1%

4–2measures won
DFAC first

42.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, SPUS, VUG, IWF

Today

77.4%most shared, VUG and IWF

DFACSPUSVUGIWF

DFAC—42.6%36.1%40.8%

SPUS42.6%—65.5%61.6%

VUG36.1%65.5%—77.4%

IWF40.8%61.6%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

IWF$37 − $18 = $19

SPUS$52 − $45 = $7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee