PBUS vs DFAC

APBUS

BDFAC

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · PBUS $17,180

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common68.9%PBUS and DFAC

PBUS

DFAC

Invesco MSCI USA ETF · $10.2BDimensional - US Core Equity 2 ETF · $85.6B

+22.0%3 years · per year$18,170 · $17,787+21.2%

+11.4%5 years · per year$17,180 · $16,820+11.0%

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

1.02%12-mo yield$102 · $88 on $10k0.88%

−9.0%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins13.1%

4–2PBUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBUS · DFAC

7.9%AAPL5.9%

5.9%MSFT5.0%

6.8%NVDA4.9%

4.0%AMZN2.7%

Held in common68.9%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.02%	+2.3%	+11.0%	+13.1%	+22.0%	+11.4%	−9.0%	$10.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.02%	+2.3%	+11.0%	+13.1%	+22.0%	+11.4%	−9.0%	$10.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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

$17,180

DFAC

Dimensional - US Core Equity 2

$16,820

MeasurePBUSDFAC

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield1.02%0.88%

5 years, per year+11.4%+11.0%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.9%13.1%

4–2measures won
PBUS first

68.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: PBUS, DFAC, VOO, VUG

Today

90.4%most shared, PBUS and VOO

PBUSDFACVOOVUG

PBUS—68.9%90.4%55.1%

DFAC68.9%—67.4%35.8%

VOO90.4%67.4%—58.2%

VUG55.1%35.8%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PBUS$102 − $4 = $98

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee