DFUS vs DFAC

ADFUS

BDFAC

Measures won3–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common76.0%DFUS and DFAC

DFUS

DFAC

Dimensional U.S. Equity ETF · $20.9BDimensional - US Core Equity 2 ETF · $85.6B

+21.8%3 years · per year$18,067 · $17,722+21.0%

+11.1%5 years · per year$16,904 · $16,525+10.6%

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

0.90%12-mo yield$90 · $90 on $10k0.90%

−9.0%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins12.9%

3–2DFUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · DFAC

7.1%AAPL5.9%

5.7%MSFT5.0%

6.0%NVDA4.8%

3.8%AMZN2.7%

Held in common76.0%

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

All Four

5Y4 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

All Four

5Y4 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

DFUS vs DFAC

DFUS

Dimensional U.S. Equity

$16,904

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureDFUSDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.90%0.90%

5 years, per year+11.1%+10.6%

3 years, per year+21.8%+21.0%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.9%12.9%

3–2measures won
DFUS first

76.0%

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$59.7B

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: DFUS, DFAC, VUG, VO

Today

76.0%most shared, DFUS and DFAC

DFUSDFACVUGVO

DFUS—76.0%50.5%15.0%

DFAC76.0%—35.7%19.7%

VUG50.5%35.7%—10.2%

VO15.0%19.7%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFUS$90 − $9 = $81

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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