DFAC vs VIG

ADFAC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VIG $16,638

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 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 · $85.6BVanguard Dividend Appreciation ETF · $109B

+21.2%3 years · per year$17,787 · $16,775+18.8%

+11.0%5 years · per year$16,820 · $16,638+10.7%

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

0.88%12-mo yield$88 · $146 on $10k1.46%

−8.5%Worst dropSmaller wins−7.9%

13.1%VolatilityLower wins11.0%

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%

1.1%JPM3.9%

Held in common39.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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 VIG

DFAC

Dimensional - US Core Equity 2

$16,820

VIG

Vanguard Dividend Appreciation

$16,638

MeasureDFACVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield0.88%1.46%

5 years, per year+11.0%+10.7%

3 years, per year+21.2%+18.8%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y13.1%11.0%

4–2measures won
VIG first

39.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, VIG, VUG, SCHD

Today

39.9%most shared, DFAC and VIG

DFACVIGVUGSCHD

DFAC—39.9%35.8%9.2%

VIG39.9%—26.4%14.5%

VUG35.8%26.4%—0.8%

SCHD9.2%14.5%0.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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