DFCA vs VIG

ADFCA

BVIG

Measures won3–2DFCA wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.85%DFCA · $285 on $10k

Smallest drop−5.0%DFCA · worst fall in 1Y

Held in common[…]DFCA and VIG

DFCA

VIG

Dimensional - California Municipal Bond ETF · $553MVanguard Dividend Appreciation ETF · $109B

+3.5%3 years · per year$11,075 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

2.85%12-mo yield$285 · $150 on $10k1.50%

−5.0%Worst dropSmaller wins−7.9%

2.5%VolatilityLower wins10.8%

3–2DFCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFCA · VIG

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

Held in common[…]

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	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.2%	+0.9%	+1.6%	+3.5%	new	−5.0%	$553M

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	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.2%	+0.9%	+1.6%	+3.5%	new	−5.0%	$553M

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

DFCA vs VIG

DFCA

Dimensional - California Municipal Bond

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDFCAVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield2.85%1.50%

5 years, per year[…]+10.2%

3 years, per year+3.5%+18.6%

Worst drop · 1Y−5.0%−7.9%

Volatility · 1Y2.5%10.8%

3–2measures won
DFCA first

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFCA, VIG

Today

[…]holdings […]

DFCAVIG

DFCA—[…]

VIG[…]—

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

Income After Fees on $10,000

$266most kept, DFCA

DFCA$285 − $19 = $266

VIG$150 − $4 = $146

KeptFee

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