DFAC vs THRO

ADFAC

BTHRO

Measures won4–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common47.4%DFAC and THRO

DFAC

THRO

Dimensional - US Core Equity 2 ETF · $87.6BiShares U.S. Thematic Rotation Active ETF · $7.3B

+23.0%3 years · per year$18,595 · $19,454+24.8%

+11.2%5 years · per year$16,976 · […][…]

0.21%Expense ratio$21 · $57 on $10k · lower wins0.57%

0.88%12-mo yield$88 · $31 on $10k0.31%

−8.5%Worst dropSmaller wins−10.9%

12.2%VolatilityLower wins14.5%

4–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · THRO

5.7%AAPL8.7%

5.2%NVDA7.7%

4.7%MSFT6.5%

2.5%AMZN4.4%

Held in common47.4%

End-of-day Nov 3, 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%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

End-of-day Nov 3, 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%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

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

Cards for this view

DFAC vs THRO

DFAC

Dimensional - US Core Equity 2

$16,976

THRO

iShares U.S. Thematic Rotation Active

[…]

MeasureDFACTHRO

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.88%0.31%

5 years, per year+11.2%[…]

3 years, per year+23.0%+24.8%

Worst drop · 1Y−8.5%−10.9%

Volatility · 1Y12.2%14.5%

4–1measures won
DFAC first

47.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAC, THRO, VUG, IJR

Today

50.7%most shared, THRO and VUG

DFACTHROVUGIJR

DFAC—47.4%35.7%6.4%

THRO47.4%—50.7%0.1%

VUG35.7%50.7%—0.0%

IJR6.4%0.1%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee