DFUS vs VO

ADFUS

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common15.0%DFUS and VO

DFUS

Dimensional U.S. Equity ETF · $20.9BVanguard Morningstar Mid-Cap ETF · $103B

+21.8%3 years · per year$18,067 · $16,701+18.6%

+11.1%5 years · per year$16,904 · $13,590+6.3%

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

0.90%12-mo yield$90 · $139 on $10k1.39%

−9.0%Worst dropSmaller wins−8.2%

13.9%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · VO

0.2%NEM0.6%

0.2%MPC1.1%

0.2%VLO1.1%

0.1%PSX1.0%

Held in common15.0%

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 Three

5Y3 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BVO	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 Three

5Y3 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BVO	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 VO

DFUS

Dimensional U.S. Equity

$16,904

Vanguard Morningstar Mid-Cap

$13,590

MeasureDFUSVO

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%1.39%

5 years, per year+11.1%+6.3%

3 years, per year+21.8%+18.6%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y13.9%12.9%

4–2measures won
VO first

15.0%

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, VO, IWF

Today

53.2%most shared, DFUS and IWF

DFUSVOIWF

DFUS—15.0%53.2%

VO15.0%—9.2%

IWF53.2%9.2%—

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

IWF$39 − $18 = $21

KeptFee

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