DFUV vs VUG

ADFUV

BVUG

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.28%DFUV · $128 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common8.1%DFUV and VUG

DFUV

VUG

Dimensional - US Marketwide Value ETF · $16.0BVanguard Morningstar Growth ETF · $233B

+23.2%3 years · per year$18,705 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $40 on $10k0.40%

−6.0%Worst dropSmaller wins−16.1%

11.3%VolatilityLower wins18.2%

3–2DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · VUG

4.5%AMZN4.3%

1.5%META4.2%

0.8%INTC1.5%

0.5%VRTX0.4%

Held in common8.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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

DFUV vs VUG

DFUV

Dimensional - US Marketwide Value

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureDFUVVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield1.28%0.40%

5 years, per year[…]+11.4%

3 years, per year+23.2%+25.4%

Worst drop · 1Y−6.0%−16.1%

Volatility · 1Y11.3%18.2%

3–2measures won
DFUV first

8.1%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFUV, VUG

Today

8.1%most shared, DFUV and VUG

DFUVVUG

DFUV—8.1%

VUG8.1%—

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

Income After Fees on $10,000

$107most kept, DFUV

DFUV$128 − $21 = $107

VUG$40 − $3 = $37

KeptFee

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