DFAC vs VTV

ADFAC

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAC $16,976

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common38.0%DFAC and VTV

DFAC

VTV

Dimensional - US Core Equity 2 ETF · $87.6BVanguard Morningstar Value ETF · $184B

+23.0%3 years · per year$18,595 · $18,466+22.7%

+11.2%5 years · per year$16,976 · $17,842+12.3%

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

0.88%12-mo yield$88 · $183 on $10k1.83%

−8.5%Worst dropSmaller wins−6.4%

12.2%VolatilityLower wins10.1%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · VTV

1.1%JPM3.3%

1.0%MU4.6%

0.9%XOM2.6%

0.9%JNJ2.4%

Held in common38.0%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	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

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	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

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 VTV

DFAC

Dimensional - US Core Equity 2

$16,976

VTV

Vanguard Morningstar Value

$17,842

MeasureDFACVTV

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%1.83%

5 years, per year+11.2%+12.3%

3 years, per year+23.0%+22.7%

Worst drop · 1Y−8.5%−6.4%

Volatility · 1Y12.2%10.1%

5–1measures won
VTV first

38.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

Overlap: DFAC, VTV

Today

38.0%most shared, DFAC and VTV

DFACVTV

DFAC—38.0%

VTV38.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

KeptFee

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