FNDA vs DFAC

AFNDA

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%FNDA · $125 on $10k

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

Held in common13.0%FNDA and DFAC

FNDA

DFAC

Schwab Fundamental U.S. Small Company Index ETF · $8.8BDimensional - US Core Equity 2 ETF · $85.6B

+17.2%3 years · per year$16,098 · $17,722+21.0%

+6.8%5 years · per year$13,903 · $16,525+10.6%

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

1.25%12-mo yield$125 · $90 on $10k0.90%

−9.4%Worst dropSmaller wins−8.5%

16.0%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFNDA · DFAC

0.3%UAL0.1%

0.1%PLTR0.1%

0.3%SN0.1%

0.2%APP0.1%

Held in common13.0%

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 Four

5Y4 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%	$85.6B
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	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
4	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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

All Four

5Y4 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%	$85.6B
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	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
4	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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

FNDA vs DFAC

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureFNDADFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield1.25%0.90%

5 years, per year+6.8%+10.6%

3 years, per year+17.2%+21.0%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y16.0%12.9%

5–1measures won
DFAC first

13.0%

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: FNDA, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

FNDADFACIWFVUG

FNDA—13.0%3.7%2.7%

DFAC13.0%—40.2%35.7%

IWF3.7%40.2%—78.0%

VUG2.7%35.7%78.0%—

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

Income After Fees on $10,000

$100most kept, FNDA

FNDA$125 − $25 = $100

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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