PFFA vs DFAC

APFFA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income11.22%PFFA · $1,122 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

+10.2%3 years · per year$13,399 · $17,812+21.2%

+3.4%5 years · per year$11,824 · $16,526+10.6%

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

11.22%12-mo yield$1,122 · $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 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.22%	−2.8%	−7.3%	−4.9%	+10.2%	+3.4%	−11.4%	$2.2B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.22%	−2.8%	−7.3%	−4.9%	+10.2%	+3.4%	−11.4%	$2.2B

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

PFFA vs DFAC

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,824

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePFFADFAC

Fee2.11%0.21%

Cost on $10k a year$211$21

Yield11.22%0.90%

5 years, per year+3.4%+10.6%

3 years, per year+10.2%+21.2%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y8.9%12.9%

4–2measures won
DFAC first

0.0%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PFFA, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

PFFADFACVUG

PFFA—0.0%0.0%

DFAC0.0%—36.2%

VUG0.0%36.2%—

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

Income After Fees on $10,000

$911most kept, PFFA

PFFA$1,122 − $211 = $911

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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