FNDA vs DFAC

AFNDA

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common13.2%FNDA and DFAC

FNDA

DFAC

Schwab Fundamental U.S. Small Company Index ETF · $9.1BDimensional - US Core Equity 2 ETF · $89.2B

+19.1%3 years · per year$16,896 · $18,682+23.2%

+7.9%5 years · per year$14,615 · $17,417+11.7%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

1.20%12-mo yield$120 · $87 on $10k0.87%

−9.4%Worst dropSmaller wins−8.5%

15.7%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · DFAC

0.1%PLTR0.1%

0.2%UAL0.1%

0.2%LITE0.1%

0.2%ATI0.1%

Held in common13.2%

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

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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

FNDA vs DFAC

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureFNDADFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield1.20%0.87%

5 years, per year+7.9%+11.7%

3 years, per year+19.1%+23.2%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y15.7%12.3%

5–1measures won
DFAC first

13.2%

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: FNDA, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

FNDADFACIWF

FNDA—13.2%3.8%

DFAC13.2%—40.8%

IWF3.8%40.8%—

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

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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