LSAF vs DFAC

ALSAF

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493LSAF · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common6.5%LSAF and DFAC

LSAF

DFAC

LeaderSharesTM AlphaFactor US Core Equity ETF · $133MDimensional - US Core Equity 2 ETF · $89.2B

+24.2%3 years · per year$19,139 · $17,812+21.2%

+11.8%5 years · per year$17,493 · $16,526+10.6%

0.75%Expense ratio$75 · $21 on $10k · lower wins0.21%

0.54%12-mo yield$54 · $90 on $10k0.90%

−6.6%Worst dropSmaller wins−8.5%

14.5%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSAF · DFAC

1.0%COP0.3%

1.1%GM0.2%

0.9%C0.2%

0.9%NEM0.2%

Held in common6.5%

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk	0.75%	0.54%	−2.1%	+27.2%	+31.7%	+24.2%	+11.8%	−6.6%	$133M
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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk	0.75%	0.54%	−2.1%	+27.2%	+31.7%	+24.2%	+11.8%	−6.6%	$133M
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

LSAF vs DFAC

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,493

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureLSAFDFAC

Fee0.75%0.21%

Cost on $10k a year$75$21

Yield0.54%0.90%

5 years, per year+11.8%+10.6%

3 years, per year+24.2%+21.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y14.5%12.9%

3–3measures won
level

6.5%

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: LSAF, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

LSAFDFACVUG

LSAF—6.5%1.3%

DFAC6.5%—36.2%

VUG1.3%36.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

LSAF$54 − $75 = −$21

KeptFee

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