KNOW vs DFAC

AKNOW

BDFAC

Measures won3–1KNOW wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · IWF $16,499

Lowest cost0.18%IWF · $18 on $10k

Most income1.22%KNOW · $122 on $10k

Smallest drop−6.7%KNOW · worst fall in 1Y

Held in common5.4%KNOW and DFAC

KNOW

DFAC

Fundamentals First ETF · $9MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

1.10%Expense ratio$110 · $21 on $10k · lower wins0.21%

1.22%12-mo yield$122 · $88 on $10k0.88%

−6.7%Worst dropSmaller wins−8.5%

9.4%VolatilityLower wins12.2%

3–1KNOW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKNOW · DFAC

2.2%GOOG0.9%

0.7%MSFT4.7%

0.6%WMT0.6%

1.7%LIN0.3%

Held in common5.4%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AKNOW	Fundamentals First ETFRead Desk	1.10%	1.22%	0.0%	+14.0%	+16.2%	new	new	−6.7%	$9M

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AKNOW	Fundamentals First ETFRead Desk	1.10%	1.22%	0.0%	+14.0%	+16.2%	new	new	−6.7%	$9M

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

Cards for this view

KNOW vs DFAC

KNOW

Fundamentals First

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureKNOWDFAC

Fee1.10%0.21%

Cost on $10k a year$110$21

Yield1.22%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−6.7%−8.5%

Volatility · 1Y9.4%12.2%

3–1measures won
KNOW first

5.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: KNOW, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

KNOWDFACIWF

KNOW—5.4%5.3%

DFAC5.4%—40.4%

IWF5.3%40.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KNOW$122 − $110 = $12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee