DFAC vs USCL

ADFAC

BUSCL

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common60.8%DFAC and USCL

DFAC

USCL

Dimensional - US Core Equity 2 ETF · $85.6BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+21.2%3 years · per year$17,787 · $17,395+20.3%

+11.0%5 years · per year$16,820 · […][…]

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

0.88%12-mo yield$88 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−10.3%

13.1%VolatilityLower wins14.0%

3–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · USCL

5.9%AAPL9.7%

5.0%MSFT7.2%

4.9%NVDA8.3%

2.7%AMZN4.8%

Held in common60.8%

End-of-day Nov 9, 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%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 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%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 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

$16,820

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureDFACUSCL

Fee0.21%0.08%

Cost on $10k a year$21$8

Yield0.88%1.06%

5 years, per year+11.0%[…]

3 years, per year+21.2%+20.3%

Worst drop · 1Y−8.5%−10.3%

Volatility · 1Y13.1%14.0%

3–2measures won
DFAC first

60.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, USCL, VUG, IJH

Today

60.8%most shared, DFAC and USCL

DFACUSCLVUGIJH

DFAC—60.8%35.8%11.4%

USCL60.8%—60.7%0.2%

VUG35.8%60.7%—0.0%

IJH11.4%0.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

USCL$106 − $8 = $98

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee