EPS vs DFAC

AEPS

BDFAC

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$17,151EPS · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.16%EPS · $116 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common63.8%EPS and DFAC

EPS

DFAC

WisdomTree U.S. LargeCap Fund · $1.6BDimensional - US Core Equity 2 ETF · $85.7B

+21.7%3 years · per year$18,039 · $17,812+21.2%

+11.4%5 years · per year$17,150 · $16,526+10.6%

0.08%Expense ratio$8 · $21 on $10k · lower wins0.21%

1.16%12-mo yield$116 · $90 on $10k0.90%

−8.4%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.9%

5–1EPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPS · DFAC

6.0%AAPL5.8%

7.1%NVDA5.1%

4.7%MSFT5.0%

5.6%AMZN2.7%

Held in common63.8%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

EPS vs DFAC

EPS

WisdomTree U.S. LargeCap Fund

$17,151

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureEPSDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.16%0.90%

5 years, per year+11.4%+10.6%

3 years, per year+21.7%+21.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y13.1%12.9%

5–1measures won
EPS first

63.8%

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: EPS, DFAC, VUG

Today

63.8%most shared, EPS and DFAC

EPSDFACVUG

EPS—63.8%45.4%

DFAC63.8%—36.2%

VUG45.4%36.2%—

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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