JPUS vs DFAC

AJPUS

BDFAC

Measures won4–2JPUS wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.03%JPUS · $203 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common28.8%JPUS and DFAC

JPUS

DFAC

JPMorgan Diversified Return U.S. Equity ETF · $472MDimensional - US Core Equity 2 ETF · $85.7B

+17.7%3 years · per year$16,287 · $17,722+21.0%

+9.1%5 years · per year$15,476 · $16,525+10.6%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

2.03%12-mo yield$203 · $90 on $10k0.90%

−6.9%Worst dropSmaller wins−8.5%

10.4%VolatilityLower wins12.9%

4–2JPUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPUS · DFAC

0.4%AAPL5.9%

0.4%KO0.5%

0.4%ABBV0.5%

0.4%XOM0.9%

Held in common28.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk	0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk	0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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

JPUS vs DFAC

JPUS

JPMorgan Diversified Return U.S. Equity

$15,476

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureJPUSDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield2.03%0.90%

5 years, per year+9.1%+10.6%

3 years, per year+17.7%+21.0%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y10.4%12.9%

4–2measures won
JPUS first

28.8%

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$59.1B

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: JPUS, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

JPUSDFACVUG

JPUS—28.8%5.8%

DFAC28.8%—35.7%

VUG5.8%35.7%—

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

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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