DFAC vs VIG

ADFAC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common39.9%DFAC and VIG

DFAC

VIG

Dimensional - US Core Equity 2 ETF · $87.6BVanguard Dividend Appreciation ETF · $109B

+23.0%3 years · per year$18,595 · $17,369+20.2%

+11.2%5 years · per year$16,976 · $16,495+10.5%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

0.88%12-mo yield$88 · $147 on $10k1.47%

−8.5%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins10.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · VIG

5.7%AAPL4.9%

4.7%MSFT4.9%

1.3%LLY4.1%

1.1%JPM3.9%

Held in common39.9%

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 Three

5Y3 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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 VIG

DFAC

Dimensional - US Core Equity 2

$16,976

VIG

Vanguard Dividend Appreciation

$16,495

MeasureDFACVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield0.88%1.47%

5 years, per year+11.2%+10.5%

3 years, per year+23.0%+20.2%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.2%10.0%

4–2measures won
VIG first

39.9%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAC, VIG, SCHD

Today

39.9%most shared, DFAC and VIG

DFACVIGSCHD

DFAC—39.9%9.3%

VIG39.9%—14.5%

SCHD9.3%14.5%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

DFAC$88 − $21 = $67

KeptFee

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