FFLV vs DFAC

AFFLV

BDFAC

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%FFLV · $131 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common27.8%FFLV and DFAC

FFLV

DFAC

Fidelity Fundamental Large Cap · $19MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

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

1.31%12-mo yield$131 · $90 on $10k0.90%

−7.2%Worst dropSmaller wins−8.5%

11.3%VolatilityLower wins12.9%

3–1FFLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFLV · DFAC

5.2%AAPL5.9%

5.5%MSFT5.0%

6.5%AMZN2.7%

0.9%META1.9%

Held in common27.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFFLV	Fidelity Fundamental Large CapRead Desk	0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFFLV	Fidelity Fundamental Large CapRead Desk	0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

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

FFLV vs DFAC

FFLV

Fidelity Fundamental Large Cap

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureFFLVDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.31%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y−7.2%−8.5%

Volatility · 1Y11.3%12.9%

3–1measures won
FFLV first

27.8%

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$59.1B

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: FFLV, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

FFLVDFACVUG

FFLV—27.8%19.5%

DFAC27.8%—35.7%

VUG19.5%35.7%—

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

Income After Fees on $10,000

$93most kept, FFLV

FFLV$131 − $38 = $93

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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