IYY vs DFAC

AIYY

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IYY $16,435

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%IYY · $91 on $10k

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

Held in common72.9%IYY and DFAC

IYY

DFAC

iShares Dow Jones U.S. ETF · $2.9BDimensional - US Core Equity 2 ETF · $85.7B

+21.8%3 years · per year$18,070 · $17,812+21.2%

+10.4%5 years · per year$16,435 · $16,526+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.91%12-mo yield$91 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYY · DFAC

7.2%AAPL5.8%

6.8%NVDA5.1%

5.8%MSFT5.0%

3.7%AMZN2.7%

Held in common72.9%

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	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
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	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	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
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

IYY vs DFAC

IYY

iShares Dow Jones U.S.

$16,435

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureIYYDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.91%0.90%

5 years, per year+10.4%+10.6%

3 years, per year+21.8%+21.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.7%12.9%

3–2measures won
DFAC first

72.9%

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: IYY, DFAC, VUG

Today

72.9%most shared, IYY and DFAC

IYYDFACVUG

IYY—72.9%52.7%

DFAC72.9%—36.2%

VUG52.7%36.2%—

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

Income After Fees on $10,000

$71most kept, IYY

IYY$91 − $20 = $71

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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