FNDA vs DFAC

AFNDA

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · DFAC $16,525

Lowest cost0.03%VOO · $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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FNDA, DFAC, VOO, IWF

Today

67.3%most shared, DFAC and VOO

FNDADFACVOOIWF

FNDA—13.0%2.0%3.7%

DFAC13.0%—67.3%40.2%

VOO2.0%67.3%—59.3%

IWF3.7%40.2%59.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

FNDA$125 − $25 = $100

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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