DFUS vs DFAC

ADFUS

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFUS $17,837

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common75.9%DFUS and DFAC

DFUS

DFAC

Dimensional U.S. Equity ETF · $21.8BDimensional - US Core Equity 2 ETF · $89.2B

+24.2%3 years · per year$19,145 · $18,682+23.2%

+12.3%5 years · per year$17,837 · $17,417+11.7%

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

0.86%12-mo yield$86 · $87 on $10k0.87%

−9.0%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · DFAC

6.7%AAPL5.6%

6.6%NVDA5.3%

5.4%MSFT4.8%

3.5%AMZN2.6%

Held in common75.9%

End-of-day Nov 4, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 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

$17,837

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureDFUSDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.86%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+24.2%+23.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.2%12.3%

3–2measures won
DFUS first

75.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFUS, DFAC, VTV

Today

75.9%most shared, DFUS and DFAC

DFUSDFACVTV

DFUS—75.9%39.7%

DFAC75.9%—37.7%

VTV39.7%37.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFUS$86 − $9 = $77

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee