DFAC vs VIG

ADFAC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common40.1%DFAC and VIG

DFAC

VIG

Dimensional - US Core Equity 2 ETF · $85.6BVanguard Dividend Appreciation ETF · $109B

+21.0%3 years · per year$17,722 · $16,669+18.6%

+10.6%5 years · per year$16,525 · $16,243+10.2%

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

0.90%12-mo yield$90 · $150 on $10k1.50%

−8.5%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VIG

5.0%MSFT4.9%

5.9%AAPL4.9%

1.3%LLY4.1%

1.2%JPM3.9%

Held in common40.1%

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,525

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDFACVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield0.90%1.50%

5 years, per year+10.6%+10.2%

3 years, per year+21.0%+18.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.9%10.8%

4–2measures won
VIG first

40.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, VIG, SCHD, VUG

Today

40.1%most shared, DFAC and VIG

DFACVIGSCHDVUG

DFAC—40.1%9.3%35.7%

VIG40.1%—14.5%26.4%

SCHD9.3%14.5%—0.8%

VUG35.7%26.4%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee