PABU vs DFAC

APABU

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.10%PABU · $10 on $10k

Most income1.00%PABU · $100 on $10k

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

Held in common30.8%PABU and DFAC

PABU

DFAC

iShares Paris-Aligned Climate Optimized MSCI USA ETF · $2.3BDimensional - US Core Equity 2 ETF · $85.7B

+18.7%3 years · per year$16,710 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.10%Expense ratio$10 · $21 on $10k · lower wins0.21%

1.00%12-mo yield$100 · $90 on $10k0.90%

−12.8%Worst dropSmaller wins−8.5%

16.3%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPABU · DFAC

8.2%AAPL5.9%

8.6%MSFT5.0%

8.3%NVDA4.8%

2.0%AMZN2.7%

Held in common30.8%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	APABU	iShares Paris-Aligned Climate Optimized MSCI USA ETFRead Desk	0.10%	1.00%	+0.5%	+3.0%	+2.5%	+18.7%	new	−12.8%	$2.3B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	APABU	iShares Paris-Aligned Climate Optimized MSCI USA ETFRead Desk	0.10%	1.00%	+0.5%	+3.0%	+2.5%	+18.7%	new	−12.8%	$2.3B

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

PABU vs DFAC

PABU

iShares Paris-Aligned Climate Optimized MSCI USA

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasurePABUDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield1.00%0.90%

5 years, per year[…]+10.6%

3 years, per year+18.7%+21.0%

Worst drop · 1Y−12.8%−8.5%

Volatility · 1Y16.3%12.9%

3–2measures won
DFAC first

30.8%

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: PABU, DFAC, IWF

Today

53.0%most shared, PABU and IWF

PABUDFACIWF

PABU—30.8%53.0%

DFAC30.8%—40.2%

IWF53.0%40.2%—

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

Income After Fees on $10,000

$90most kept, PABU

PABU$100 − $10 = $90

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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