DFAC vs VTI

ADFAC

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VTI $17,257

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common73.0%DFAC and VTI

DFAC

VTI

Dimensional - US Core Equity 2 ETF · $87.6BVanguard Morningstar Total Stock Market ETF · $689B

+23.2%3 years · per year$18,682 · $19,059+24.0%

+11.7%5 years · per year$17,417 · $17,257+11.5%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

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

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · VTI

5.6%AAPL6.6%

5.3%NVDA7.1%

4.8%MSFT5.2%

2.6%AMZN3.3%

Held in common73.0%

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

Both

5Y2 funds

#			Trend
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%	$87.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$87.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

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 VTI

DFAC

Dimensional - US Core Equity 2

$17,417

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureDFACVTI

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.87%1.05%

5 years, per year+11.7%+11.5%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%13.1%

3–3measures won
level

73.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, VTI

Today

73.0%most shared, DFAC and VTI

DFACVTI

DFAC—73.0%

VTI73.0%—

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

DFAC$87 − $21 = $66

KeptFee

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