DFUS vs DIA

ADFUS

BDIA

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,273DFUS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common28.4%DFUS and DIA

DFUS

DIA

Dimensional U.S. Equity ETF · $20.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+22.0%3 years · per year$18,179 · $16,221+17.5%

+11.6%5 years · per year$17,273 · $15,889+9.7%

0.09%Expense ratio$9 · $16 on $10k · lower wins0.16%

0.88%12-mo yield$88 · $137 on $10k1.37%

−9.0%Worst dropSmaller wins−9.8%

14.1%VolatilityLower wins13.6%

4–2DFUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · DIA

5.6%MSFT6.1%

7.0%AAPL4.0%

3.8%AMZN3.0%

2.4%GOOGL3.3%

Held in common28.4%

End-of-day Nov 9, 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%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs DIA

DFUS

Dimensional U.S. Equity

$17,273

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureDFUSDIA

Fee0.09%0.16%

Cost on $10k a year$9$16

Yield0.88%1.37%

5 years, per year+11.6%+9.7%

3 years, per year+22.0%+17.5%

Worst drop · 1Y−9.0%−9.8%

Volatility · 1Y14.1%13.6%

4–2measures won
DFUS first

28.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFUS, DIA, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFUSDIAIWFVUG

DFUS—28.4%53.5%50.8%

DIA28.4%—21.7%20.8%

IWF53.5%21.7%—78.1%

VUG50.8%20.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

DFUS$88 − $9 = $79

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee