DFAC vs WTLS

ADFAC

BWTLS

Measures won2–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DFAC and WTLS

DFAC

WTLS

Dimensional - US Core Equity 2 ETF · $87.7BWisdomTree Efficient Long/Short U.S. Equity Fund · $16M

+21.2%3 years · per year$17,787 · […][…]

+11.0%5 years · per year$16,820 · […][…]

0.21%Expense ratio$21 · $89 on $10k · lower wins0.89%

0.88%12-mo yield$88 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins[…]

13.1%VolatilityLower wins[…]

2–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · WTLS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	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
4	BWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.7%	new	new	new	new	[…]	$16M

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%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	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
4	BWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.7%	new	new	new	new	[…]	$16M

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 WTLS

DFAC

Dimensional - US Core Equity 2

$16,820

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

MeasureDFACWTLS

Fee0.21%0.89%

Cost on $10k a year$21$89

Yield0.88%0.00%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y13.1%[…]

2–0measures won
DFAC first

0.0%

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$61.4B

1–1level

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%

$122BAssets$109B

2–0SCHD 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, WTLS, IWF, VO

Today

40.3%most shared, DFAC and IWF

DFACWTLSIWFVO

DFAC—0.0%40.3%19.6%

WTLS0.0%—0.0%0.0%

IWF40.3%0.0%—9.2%

VO19.6%0.0%9.2%—

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

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

WTLS$0 − $89 = −$89

KeptFee

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