DFAC vs VUG

ADFAC

BVUG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · DFAC $16,820

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common35.8%DFAC and VUG

DFAC

VUG

Dimensional - US Core Equity 2 ETF · $85.6BVanguard Morningstar Growth ETF · $233B

+21.2%3 years · per year$17,787 · $18,569+22.9%

+11.0%5 years · per year$16,820 · $16,565+10.6%

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

0.88%12-mo yield$88 · $41 on $10k0.41%

−8.5%Worst dropSmaller wins−15.1%

13.1%VolatilityLower wins19.1%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VUG

5.9%AAPL12.5%

5.0%MSFT9.7%

4.9%NVDA13.5%

2.7%AMZN4.3%

Held in common35.8%

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	IWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	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
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	IWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	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
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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 VUG

DFAC

Dimensional - US Core Equity 2

$16,820

VUG

Vanguard Morningstar Growth

$16,565

MeasureDFACVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%0.41%

5 years, per year+11.0%+10.6%

3 years, per year+21.2%+22.9%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y13.1%19.1%

4–2measures won
DFAC first

35.8%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAC, VUG, IWD, VO

Today

60.1%most shared, DFAC and IWD

DFACVUGIWDVO

DFAC—35.8%60.1%19.6%

VUG35.8%—22.9%10.2%

IWD60.1%22.9%—21.3%

VO19.6%10.2%21.3%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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