DFAC vs SPUS

ADFAC

BSPUS

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,275SPUS · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common42.6%DFAC and SPUS

DFAC

SPUS

Dimensional - US Core Equity 2 ETF · $85.7BSP Funds S&P 500 Sharia Industry Exclusions ETF · $3.4B

+21.2%3 years · per year$17,812 · $18,853+23.5%

+10.6%5 years · per year$16,526 · $18,275+12.8%

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

0.90%12-mo yield$90 · $55 on $10k0.55%

−8.5%Worst dropSmaller wins−10.7%

12.9%VolatilityLower wins17.0%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SPUS

5.8%AAPL13.2%

5.1%NVDA12.6%

5.0%MSFT10.7%

1.4%GOOGL4.4%

Held in common42.6%

End-of-day Nov 5, 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%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.4B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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%	0.55%	−5.5%	+9.0%	+9.4%	+23.5%	+12.8%	−10.7%	$3.4B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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

$16,526

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$18,275

MeasureDFACSPUS

Fee0.21%0.45%

Cost on $10k a year$21$45

Yield0.90%0.55%

5 years, per year+10.6%+12.8%

3 years, per year+21.2%+23.5%

Worst drop · 1Y−8.5%−10.7%

Volatility · 1Y12.9%17.0%

4–2measures won
DFAC first

42.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, SPUS, VUG, VO

Today

64.5%most shared, SPUS and VUG

DFACSPUSVUGVO

DFAC—42.6%36.2%19.6%

SPUS42.6%—64.5%11.7%

VUG36.2%64.5%—10.2%

VO19.6%11.7%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

SPUS$55 − $45 = $10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee