DFSU vs VUG

ADFSU

BVUG

Measures won3–2DFSU wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.85%DFSU · $85 on $10k

Smallest drop−10.1%DFSU · worst fall in 1Y

Held in common41.3%DFSU and VUG

DFSU

VUG

Dimensional - US Sustainability Core 1 ETF · $2.3BVanguard Morningstar Growth ETF · $233B

+21.1%3 years · per year$17,765 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.85%12-mo yield$85 · $42 on $10k0.42%

−10.1%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

3–2DFSU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSU · VUG

6.8%AAPL12.5%

5.9%NVDA13.5%

3.6%MSFT9.7%

3.2%AMZN4.3%

Held in common41.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

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

DFSU vs VUG

DFSU

Dimensional - US Sustainability Core 1

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFSUVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.85%0.42%

5 years, per year[…]+10.0%

3 years, per year+21.1%+22.6%

Worst drop · 1Y−10.1%−15.1%

Volatility · 1Y13.6%19.0%

3–2measures won
DFSU first

41.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

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: DFSU, VUG

Today

41.3%most shared, DFSU and VUG

DFSUVUG

DFSU—41.3%

VUG41.3%—

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

Income After Fees on $10,000

$70most kept, DFSU

DFSU$85 − $15 = $70

VUG$42 − $3 = $39

KeptFee

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