EQTY vs DFAC

AEQTY

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common15.7%EQTY and DFAC

EQTY

DFAC

Kovitz Core Equity ETF · $1.4BDimensional - US Core Equity 2 ETF · $89.2B

+19.2%3 years · per year$16,955 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.99%Expense ratio$99 · $21 on $10k · lower wins0.21%

0.02%12-mo yield$2 · $90 on $10k0.90%

−11.9%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.9%

0–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · DFAC

3.9%MSFT5.0%

4.8%AMZN2.7%

3.1%META1.9%

1.6%AAPL5.8%

Held in common15.7%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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

EQTY vs DFAC

EQTY

Kovitz Core Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureEQTYDFAC

Fee0.99%0.21%

Cost on $10k a year$99$21

Yield0.02%0.90%

5 years, per year[…]+10.6%

3 years, per year+19.2%+21.2%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y13.4%12.9%

5–0measures won
DFAC first

15.7%

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: EQTY, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

EQTYDFACVUG

EQTY—15.7%23.0%

DFAC15.7%—36.2%

VUG23.0%36.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

EQTY$2 − $99 = −$97

KeptFee

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