DFAU vs SCHB

ADFAU

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,163DFAU · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−8.7%DFAU · worst fall in 1Y

Held in common89.5%DFAU and SCHB

DFAU

SCHB

Dimensional - US Core Equity Market ETF · $12.9BSchwab U.S. Broad Market ETF · $44.2B

+21.7%3 years · per year$18,004 · $18,080+21.8%

+11.4%5 years · per year$17,163 · $16,705+10.8%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.91%12-mo yield$91 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAU · SCHB

7.3%AAPL7.0%

6.2%NVDA6.3%

5.9%MSFT5.5%

3.5%AMZN3.6%

Held in common89.5%

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

Both

5Y2 funds

#			Trend
1	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.91%	+2.4%	+12.2%	+14.8%	+21.7%	+11.4%	−8.7%	$12.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.91%	+2.4%	+12.2%	+14.8%	+21.7%	+11.4%	−8.7%	$12.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B

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

DFAU vs SCHB

DFAU

Dimensional - US Core Equity Market

$17,163

SCHB

Schwab U.S. Broad Market

$16,705

MeasureDFAUSCHB

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.91%1.06%

5 years, per year+11.4%+10.8%

3 years, per year+21.7%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.5%14.0%

3–3measures won
level

89.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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%

$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: DFAU, SCHB

Today

89.5%most shared, DFAU and SCHB

DFAUSCHB

DFAU—89.5%

SCHB89.5%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFAU$91 − $12 = $79

KeptFee

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