KNOW vs DFAC

AKNOW

BDFAC

Measures won3–1KNOW wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%KNOW · $121 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 · $89.2B

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

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

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

1.21%12-mo yield$121 · $87 on $10k0.87%

−6.7%Worst dropSmaller wins−8.5%

9.5%VolatilityLower wins12.3%

3–1KNOW wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsKNOW · DFAC

2.2%GOOG0.9%

0.7%MSFT4.8%

0.6%WMT0.5%

1.7%LIN0.3%

Held in common5.4%

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 Four

5Y4 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%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	AKNOW	Fundamentals First ETFRead Desk	1.10%	1.21%	+1.2%	+15.1%	+17.3%	new	new	−6.7%	$9M

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

All Four

5Y4 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%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	AKNOW	Fundamentals First ETFRead Desk	1.10%	1.21%	+1.2%	+15.1%	+17.3%	new	new	−6.7%	$9M

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

KNOW vs DFAC

KNOW

Fundamentals First

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureKNOWDFAC

Fee1.10%0.21%

Cost on $10k a year$110$21

Yield1.21%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−6.7%−8.5%

Volatility · 1Y9.5%12.3%

3–1measures won
KNOW first

5.4%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: KNOW, DFAC, IWF, VUG

Today

77.4%most shared, IWF and VUG

KNOWDFACIWFVUG

KNOW—5.4%5.3%5.6%

DFAC5.4%—40.8%36.1%

IWF5.3%40.8%—77.4%

VUG5.6%36.1%77.4%—

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

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KNOW$121 − $110 = $11

KeptFee

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