DFUS vs VXF

ADFUS

BVXF

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,889DFUS · IWF $15,330

Lowest cost0.05%VXF · $5 on $10k

Most income1.09%VXF · $109 on $10k

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

Held in common8.8%DFUS and VXF

DFUS

VXF

Dimensional U.S. Equity ETF · $20.8BVanguard Extended Market ETF · $30.2B

+22.1%3 years · per year$18,189 · $17,165+19.7%

+11.1%5 years · per year$16,889 · $12,303+4.2%

0.09%Expense ratio$9 · $5 on $10k · lower wins0.05%

0.90%12-mo yield$90 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−11.0%

13.9%VolatilityLower wins17.9%

4–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · VXF

0.1%SNOW1.4%

0.1%NET1.4%

0.1%LNG0.7%

0.1%NTRA0.7%

Held in common8.8%

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%	$20.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

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%	$20.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B

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 VXF

DFUS

Dimensional U.S. Equity

$16,889

VXF

Vanguard Extended Market

$12,303

MeasureDFUSVXF

Fee0.09%0.05%

Cost on $10k a year$9$5

Yield0.90%1.09%

5 years, per year+11.1%+4.2%

3 years, per year+22.1%+19.7%

Worst drop · 1Y−9.0%−11.0%

Volatility · 1Y13.9%17.9%

4–2measures won
DFUS first

8.8%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUS, VXF, IWF

Today

53.9%most shared, DFUS and IWF

DFUSVXFIWF

DFUS—8.8%53.9%

VXF8.8%—4.7%

IWF53.9%4.7%—

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

Income After Fees on $10,000

$104most kept, VXF

VXF$109 − $5 = $104

DFUS$90 − $9 = $81

IWF$39 − $18 = $21

KeptFee

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