DFUS vs DFAC

ADFUS

BDFAC

Measures won3–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,473DFUS · DFAC $16,976

Lowest cost0.09%DFUS · $9 on $10k

Most income0.88%DFAC · $88 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common75.8%DFUS and DFAC

DFUS

DFAC

Dimensional U.S. Equity ETF · $21.4BDimensional - US Core Equity 2 ETF · $87.6B

+24.1%3 years · per year$19,091 · $18,595+23.0%

+11.8%5 years · per year$17,473 · $16,976+11.2%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.88%12-mo yield$88 · $88 on $10k0.88%

−9.0%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.2%

3–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · DFAC

6.8%AAPL5.7%

6.5%NVDA5.2%

5.3%MSFT4.7%

3.5%AMZN2.5%

Held in common75.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

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

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

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

Cards for this view

DFUS vs DFAC

DFUS

Dimensional U.S. Equity

$17,474

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureDFUSDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.88%0.88%

5 years, per year+11.8%+11.2%

3 years, per year+24.1%+23.0%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.1%12.2%

3–2measures won
DFUS first

75.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFUS, DFAC, IWF

Today

75.8%most shared, DFUS and DFAC

DFUSDFACIWF

DFUS—75.8%53.7%

DFAC75.8%—40.4%

IWF53.7%40.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, DFUS

DFUS$88 − $9 = $79

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee