VUG vs DFAC

AVUG

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common36.2%VUG and DFAC

VUG

DFAC

Vanguard Morningstar Growth ETF · $233BDimensional - US Core Equity 2 ETF · $85.7B

+22.8%3 years · per year$18,532 · $17,812+21.2%

+9.9%5 years · per year$16,052 · $16,526+10.6%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

0.43%12-mo yield$43 · $90 on $10k0.90%

−15.1%Worst dropSmaller wins−8.5%

19.0%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · DFAC

12.5%AAPL5.8%

13.5%NVDA5.1%

9.7%MSFT5.0%

4.3%AMZN2.7%

Held in common36.2%

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.80%	−3.7%	+8.2%	+10.5%	+22.1%	new	−8.1%	$503M

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

Cards for this view

VUG vs DFAC

VUG

Vanguard Morningstar Growth

$16,052

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVUGDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield0.43%0.90%

5 years, per year+9.9%+10.6%

3 years, per year+22.8%+21.2%

Worst drop · 1Y−15.1%−8.5%

Volatility · 1Y19.0%12.9%

4–2measures won
DFAC first

36.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HAPI, DFAC, VUG

Today

43.9%most shared, HAPI and VUG

HAPIDFACVUG

HAPI—41.9%43.9%

DFAC41.9%—36.2%

VUG43.9%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee