FNDB vs DFAC

AFNDB

BDFAC

Measures won5–1FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,219FNDB · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%FNDB · $144 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common68.2%FNDB and DFAC

FNDB

DFAC

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BDimensional - US Core Equity 2 ETF · $85.6B

+22.3%3 years · per year$18,284 · $17,722+21.0%

+12.7%5 years · per year$18,220 · $16,525+10.6%

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

1.44%12-mo yield$144 · $90 on $10k0.90%

−6.3%Worst dropSmaller wins−8.5%

10.7%VolatilityLower wins12.9%

5–1FNDB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDB · DFAC

4.6%AAPL5.9%

3.1%MSFT5.0%

1.9%AMZN2.7%

1.4%META1.9%

Held in common68.2%

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk	0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk	0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

FNDB vs DFAC

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,220

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureFNDBDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield1.44%0.90%

5 years, per year+12.7%+10.6%

3 years, per year+22.3%+21.0%

Worst drop · 1Y−6.3%−8.5%

Volatility · 1Y10.7%12.9%

5–1measures won
FNDB first

68.2%

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: FNDB, DFAC, VUG

Today

68.2%most shared, FNDB and DFAC

FNDBDFACVUG

FNDB—68.2%22.4%

DFAC68.2%—35.7%

VUG22.4%35.7%—

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

Income After Fees on $10,000

$119most kept, FNDB

FNDB$144 − $25 = $119

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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