INFO vs DFAC

AINFO

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common42.8%INFO and DFAC

INFO

DFAC

Harbor PanAgora Dynamic Large Cap Core ETF · $940MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

0.31%12-mo yield$31 · $87 on $10k0.87%

−9.2%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.3%

0–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINFO · DFAC

8.0%AAPL5.6%

8.3%NVDA5.3%

6.1%MSFT4.8%

3.4%AMZN2.6%

Held in common42.8%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$940M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+1.4%	+14.3%	+14.7%	new	new	−9.2%	$940M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INFO vs DFAC

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureINFODFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield0.31%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.4%12.3%

4–0measures won
DFAC first

42.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: INFO, DFAC, IWF

Today

48.6%most shared, INFO and IWF

INFODFACIWF

INFO—42.8%48.6%

DFAC42.8%—40.8%

IWF48.6%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee