DFUS vs VUG

ADFUS

BVUG

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.86%DFUS · $86 on $10k

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

Held in common51.0%DFUS and VUG

DFUS

VUG

Dimensional U.S. Equity ETF · $21.4BVanguard 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 yearsOne 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

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	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

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	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

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFUS, VUG

Today

51.0%most shared, DFUS and VUG

DFUSVUG

DFUS—51.0%

VUG51.0%—

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

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

VUG$40 − $3 = $37

KeptFee

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