DFUS vs VUG

ADFUS

BVUG

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · DFUS $16,904

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common50.5%DFUS and VUG

DFUS

VUG

Dimensional U.S. Equity ETF · $20.9BVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,067 · $18,415+22.6%

+11.1%5 years · per year$16,904 · $16,124+10.0%

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

0.90%12-mo yield$90 · $42 on $10k0.42%

−9.0%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

4–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · VUG

7.1%AAPL12.5%

6.0%NVDA13.5%

5.7%MSFT9.7%

3.8%AMZN4.3%

Held in common50.5%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

DFUS

Dimensional U.S. Equity

$16,904

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFUSVUG

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%0.42%

5 years, per year+11.1%+10.0%

3 years, per year+21.8%+22.6%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y13.9%19.0%

4–2measures won
DFUS first

50.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFUS, VUG, IVV

Today

90.5%most shared, DFUS and IVV

DFUSVUGIVV

DFUS—50.5%90.5%

VUG50.5%—54.8%

IVV90.5%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

KeptFee

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