DFAX vs VIG

ADFAX

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · DFAX $15,436

Lowest cost0.04%VIG · $4 on $10k

Most income2.55%DFAX · $255 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.2%DFAX and VIG

DFAX

VIG

Dimensional World ex U.S. Core Equity 2 ETF · $11.7BVanguard Dividend Appreciation ETF · $109B

+20.2%3 years · per year$17,372 · $16,669+18.6%

+9.1%5 years · per year$15,436 · $16,243+10.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

2.55%12-mo yield$255 · $150 on $10k1.50%

−11.1%Worst dropSmaller wins−7.9%

17.4%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAX · VIG

0.1%GS1.1%

0.1%RBA0.1%

Held in common0.2%

End-of-day Nov 6, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.55%	+0.1%	+9.0%	+13.6%	+20.2%	+9.1%	−11.1%	$11.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.55%	+0.1%	+9.0%	+13.6%	+20.2%	+9.1%	−11.1%	$11.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAX vs VIG

DFAX

Dimensional World ex U.S. Core Equity 2

$15,436

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDFAXVIG

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield2.55%1.50%

5 years, per year+9.1%+10.2%

3 years, per year+20.2%+18.6%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y17.4%10.8%

4–2measures won
VIG first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAX, VIG

Today

0.2%most shared, DFAX and VIG

DFAXVIG

DFAX—0.2%

VIG0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, DFAX

DFAX$255 − $28 = $227

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee