DFAC vs IWF

ADFAC

BIWF

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common40.3%DFAC and IWF

DFAC

IWF

Dimensional - US Core Equity 2 ETF · $87.7BiShares Russell 1000 Growth ETF · $118B

+21.2%3 years · per year$17,787 · $17,207+19.8%

+11.0%5 years · per year$16,820 · $15,892+9.7%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

0.88%12-mo yield$88 · $38 on $10k0.38%

−8.5%Worst dropSmaller wins−14.6%

13.1%VolatilityLower wins19.5%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · IWF

5.9%AAPL8.8%

5.0%MSFT6.5%

4.9%NVDA14.3%

1.9%META3.6%

Held in common40.3%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs IWF

DFAC

Dimensional - US Core Equity 2

$16,820

IWF

iShares Russell 1000 Growth

$15,892

MeasureDFACIWF

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.88%0.38%

5 years, per year+11.0%+9.7%

3 years, per year+21.2%+19.8%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y13.1%19.5%

5–1measures won
DFAC first

40.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HAPI, IWF, DFAC, VUG

Today

78.1%most shared, IWF and VUG

HAPIIWFDFACVUG

HAPI—44.0%41.9%43.8%

IWF44.0%—40.3%78.1%

DFAC41.9%40.3%—35.8%

VUG43.8%78.1%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee