PBUS vs DFAC

APBUS

BDFAC

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$17,719PBUS · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%PBUS · $100 on $10k

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

Held in common68.9%PBUS and DFAC

PBUS

DFAC

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

+24.3%3 years · per year$19,195 · $18,682+23.2%

+12.1%5 years · per year$17,719 · $17,417+11.7%

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

1.00%12-mo yield$100 · $87 on $10k0.87%

−9.0%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.3%

4–2PBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · DFAC

7.5%AAPL5.6%

7.3%NVDA5.3%

5.6%MSFT4.8%

3.7%AMZN2.6%

Held in common68.9%

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 Three

5Y3 funds

#
1	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

PBUS vs DFAC

PBUS

Invesco MSCI USA

$17,719

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePBUSDFAC

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield1.00%0.87%

5 years, per year+12.1%+11.7%

3 years, per year+24.3%+23.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y13.1%12.3%

4–2measures won
PBUS first

68.9%

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: PBUS, DFAC, VUG

Today

68.9%most shared, PBUS and DFAC

PBUSDFACVUG

PBUS—68.9%55.3%

DFAC68.9%—36.1%

VUG55.3%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, PBUS

PBUS$100 − $4 = $96

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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