FFLC vs DFAC

AFFLC

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,163FFLC · DFAC $16,525

Lowest cost0.18%IWF · $18 on $10k

Most income1.05%FFLC · $105 on $10k

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

Held in common34.7%FFLC and DFAC

FFLC

DFAC

Fidelity Fundamental Large Cap Core ETF · $1.2BDimensional - US Core Equity 2 ETF · $85.6B

+22.1%3 years · per year$18,200 · $17,722+21.0%

+15.1%5 years · per year$20,163 · $16,525+10.6%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

1.05%12-mo yield$105 · $90 on $10k0.90%

−10.0%Worst dropSmaller wins−8.5%

14.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFLC · DFAC

6.6%MSFT5.0%

7.4%NVDA4.8%

4.8%AAPL5.9%

5.2%AMZN2.7%

Held in common34.7%

End-of-day Nov 6, 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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk	0.38%	1.05%	+0.4%	+7.2%	+9.1%	+22.1%	+15.1%	−10.0%	$1.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk	0.38%	1.05%	+0.4%	+7.2%	+9.1%	+22.1%	+15.1%	−10.0%	$1.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFLC vs DFAC

FFLC

Fidelity Fundamental Large Cap Core

$20,163

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureFFLCDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.05%0.90%

5 years, per year+15.1%+10.6%

3 years, per year+22.1%+21.0%

Worst drop · 1Y−10.0%−8.5%

Volatility · 1Y14.4%12.9%

3–3measures won
level

34.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FFLC, DFAC, IWF

Today

42.8%most shared, FFLC and IWF

FFLCDFACIWF

FFLC—34.7%42.8%

DFAC34.7%—40.2%

IWF42.8%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

FFLC$105 − $38 = $67

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee