PBUS vs DFAC

APBUS

BDFAC

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$16,780PBUS · DFAC $16,526

Lowest cost0.04%PBUS · $4 on $10k

Most income1.05%PBUS · $105 on $10k

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

Held in common69.2%PBUS and DFAC

PBUS

DFAC

Invesco MSCI USA ETF · $10.5BDimensional - US Core Equity 2 ETF · $89.2B

+22.2%3 years · per year$18,237 · $17,812+21.2%

+10.9%5 years · per year$16,780 · $16,526+10.6%

0.04%Expense ratio$4 · $21 on $10k · lower wins0.21%

1.05%12-mo yield$105 · $90 on $10k0.90%

−9.0%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins12.9%

4–2PBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · DFAC

7.8%AAPL5.8%

7.0%NVDA5.1%

5.9%MSFT5.0%

3.9%AMZN2.7%

Held in common69.2%

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	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.5B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.5B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

PBUS vs DFAC

PBUS

Invesco MSCI USA

$16,780

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePBUSDFAC

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield1.05%0.90%

5 years, per year+10.9%+10.6%

3 years, per year+22.2%+21.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.8%12.9%

4–2measures won
PBUS first

69.2%

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: PBUS, DFAC, IWF

Today

69.2%most shared, PBUS and DFAC

PBUSDFACIWF

PBUS—69.2%56.8%

DFAC69.2%—40.8%

IWF56.8%40.8%—

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

Income After Fees on $10,000

$101most kept, PBUS

PBUS$105 − $4 = $101

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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