DFAC vs USCL

ADFAC

BUSCL

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%USCL · $105 on $10k

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

Held in common60.7%DFAC and USCL

DFAC

USCL

Dimensional - US Core Equity 2 ETF · $89.2BiShares Climate Conscious & Transition MSCI USA ETF · $2.7B

+23.2%3 years · per year$18,682 · $18,345+22.4%

+11.7%5 years · per year$17,417 · […][…]

0.21%Expense ratio$21 · $8 on $10k · lower wins0.08%

0.87%12-mo yield$87 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−10.3%

12.3%VolatilityLower wins13.3%

3–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · USCL

5.6%AAPL9.2%

5.3%NVDA8.9%

4.8%MSFT6.9%

2.6%AMZN4.6%

Held in common60.7%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

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 USCL

DFAC

Dimensional - US Core Equity 2

$17,417

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureDFACUSCL

Fee0.21%0.08%

Cost on $10k a year$21$8

Yield0.87%1.05%

5 years, per year+11.7%[…]

3 years, per year+23.2%+22.4%

Worst drop · 1Y−8.5%−10.3%

Volatility · 1Y12.3%13.3%

3–2measures won
DFAC first

60.7%

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, USCL, IWF, VUG

Today

77.4%most shared, IWF and VUG

DFACUSCLIWFVUG

DFAC—60.7%40.8%36.1%

USCL60.7%—59.1%61.3%

IWF40.8%59.1%—77.4%

VUG36.1%61.3%77.4%—

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

Income After Fees on $10,000

$97most kept, USCL

USCL$105 − $8 = $97

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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