IAI vs DFAC

AIAI

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,893IAI · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%IAI · $120 on $10k

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

Held in common2.0%IAI and DFAC

IAI

DFAC

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.6B

+28.1%3 years · per year$21,009 · $17,722+21.0%

+11.1%5 years · per year$16,893 · $16,525+10.6%

0.37%Expense ratio$37 · $21 on $10k · lower wins0.21%

1.20%12-mo yield$120 · $90 on $10k0.90%

−16.5%Worst dropSmaller wins−8.5%

21.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAI · DFAC

17.2%GS0.3%

14.8%MS0.3%

8.8%SCHW0.2%

5.4%SPGI0.1%

Held in common2.0%

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 Three

5Y3 funds

#
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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

IAI vs DFAC

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIAIDFAC

Fee0.37%0.21%

Cost on $10k a year$37$21

Yield1.20%0.90%

5 years, per year+11.1%+10.6%

3 years, per year+28.1%+21.0%

Worst drop · 1Y−16.5%−8.5%

Volatility · 1Y21.2%12.9%

3–3measures won
level

2.0%

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: IAI, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

IAIDFACVUG

IAI—2.0%0.9%

DFAC2.0%—35.7%

VUG0.9%35.7%—

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

Income After Fees on $10,000

$83most kept, IAI

IAI$120 − $37 = $83

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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