DFUS vs VUG

ADFUS

BVUG

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,889DFUS · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFUS · $90 on $10k

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

Held in common51.1%DFUS and VUG

DFUS

VUG

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

+22.1%3 years · per year$18,189 · $18,532+22.8%

+11.1%5 years · per year$16,889 · $16,052+9.9%

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

0.90%12-mo yield$90 · $43 on $10k0.43%

−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

6.9%AAPL12.5%

6.3%NVDA13.5%

5.7%MSFT9.7%

3.7%AMZN4.3%

Held in common51.1%

End-of-day Nov 5, 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%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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

$16,889

VUG

Vanguard Morningstar Growth

$16,052

MeasureDFUSVUG

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%0.43%

5 years, per year+11.1%+9.9%

3 years, per year+22.1%+22.8%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y13.9%19.0%

4–2measures won
DFUS first

51.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFUSVUGIWF

DFUS—51.1%53.9%

VUG51.1%—78.0%

IWF53.9%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee