PFFA vs DFAC

APFFA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income11.17%PFFA · $1,117 on $10k

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

Held in common0.0%PFFA and DFAC

PFFA

DFAC

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BDimensional - US Core Equity 2 ETF · $85.7B

+9.6%3 years · per year$13,162 · $17,722+21.0%

+3.5%5 years · per year$11,861 · $16,525+10.6%

2.11%Expense ratio$211 · $21 on $10k · lower wins0.21%

11.17%12-mo yield$1,117 · $90 on $10k0.90%

−11.4%Worst dropSmaller wins−8.5%

8.9%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFFA · DFAC

0.0%HPE0.2%

0.0%BA0.1%

0.0%APO0.1%

0.0%NEE0.1%

Held in common0.0%

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	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.17%	+0.4%	−6.9%	−4.9%	+9.6%	+3.5%	−11.4%	$2.2B

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	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.17%	+0.4%	−6.9%	−4.9%	+9.6%	+3.5%	−11.4%	$2.2B

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

PFFA vs DFAC

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,861

DFAC

Dimensional - US Core Equity 2

$16,525

MeasurePFFADFAC

Fee2.11%0.21%

Cost on $10k a year$211$21

Yield11.17%0.90%

5 years, per year+3.5%+10.6%

3 years, per year+9.6%+21.0%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y8.9%12.9%

4–2measures won
DFAC first

0.0%

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: PFFA, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

PFFADFACIWF

PFFA—0.0%0.0%

DFAC0.0%—40.2%

IWF0.0%40.2%—

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

Income After Fees on $10,000

$906most kept, PFFA

PFFA$1,117 − $211 = $906

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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