DFUS vs VUG

ADFUS

BVUG

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common51.0%DFUS and VUG

DFUS

VUG

Dimensional U.S. Equity ETF · $21.8BVanguard Morningstar Growth ETF · $233B

+24.2%3 years · per year$19,145 · $19,712+25.4%

+12.3%5 years · per year$17,837 · $17,153+11.4%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.86%12-mo yield$86 · $40 on $10k0.40%

−9.0%Worst dropSmaller wins−16.1%

13.2%VolatilityLower wins18.2%

4–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · VUG

6.7%AAPL12.5%

6.6%NVDA13.5%

5.4%MSFT9.7%

3.5%AMZN4.3%

Held in common51.0%

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	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
2	SCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	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
2	SCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

DFUS

Dimensional U.S. Equity

$17,837

VUG

Vanguard Morningstar Growth

$17,153

MeasureDFUSVUG

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.86%0.40%

5 years, per year+12.3%+11.4%

3 years, per year+24.2%+25.4%

Worst drop · 1Y−9.0%−16.1%

Volatility · 1Y13.2%18.2%

4–2measures won
DFUS first

51.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: DFUS, SCHB, VUG

Today

94.6%most shared, DFUS and SCHB

DFUSSCHBVUG

DFUS—94.6%51.0%

SCHB94.6%—50.5%

VUG51.0%50.5%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DFUS$86 − $9 = $77

VUG$40 − $3 = $37

KeptFee

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