IUS vs DFAC

AIUS

BDFAC

Measures won6–0IUS wins · of 6 · 5Y

$10,000 · 5Y$19,457IUS · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IUS · $124 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common60.2%IUS and DFAC

IUS

DFAC

Invesco RAFI Strategic US ETF · $1.0BDimensional - US Core Equity 2 ETF · $89.2B

+23.3%3 years · per year$18,759 · $17,812+21.2%

+14.2%5 years · per year$19,457 · $16,526+10.6%

0.19%Expense ratio$19 · $21 on $10k · lower wins0.21%

1.24%12-mo yield$124 · $90 on $10k0.90%

−6.1%Worst dropSmaller wins−8.5%

10.8%VolatilityLower wins12.9%

6–0IUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUS · DFAC

4.3%AAPL5.8%

4.3%MSFT5.0%

2.7%AMZN2.7%

2.5%META1.9%

Held in common60.2%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

IUS vs DFAC

IUS

Invesco RAFI Strategic US

$19,457

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureIUSDFAC

Fee0.19%0.21%

Cost on $10k a year$19$21

Yield1.24%0.90%

5 years, per year+14.2%+10.6%

3 years, per year+23.3%+21.2%

Worst drop · 1Y−6.1%−8.5%

Volatility · 1Y10.8%12.9%

6–0measures won
IUS first

60.2%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IUS, DFAC, VUG

Today

60.2%most shared, IUS and DFAC

IUSDFACVUG

IUS—60.2%30.2%

DFAC60.2%—36.2%

VUG30.2%36.2%—

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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