PHDG vs DFAC

APHDG

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.42%PHDG · $142 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common65.0%PHDG and DFAC

PHDG

DFAC

Invesco S&P 500 Downside Hedged ETF · $61MDimensional - US Core Equity 2 ETF · $85.7B

+11.5%3 years · per year$13,880 · $17,722+21.0%

+4.1%5 years · per year$12,203 · $16,525+10.6%

0.44%Expense ratio$44 · $21 on $10k · lower wins0.21%

1.42%12-mo yield$142 · $90 on $10k0.90%

−6.8%Worst dropSmaller wins−8.5%

11.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPHDG · DFAC

6.5%AAPL5.9%

5.2%MSFT5.0%

5.7%NVDA4.8%

3.3%AMZN2.7%

Held in common65.0%

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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

PHDG vs DFAC

PHDG

Invesco S&P 500 Downside Hedged

$12,203

DFAC

Dimensional - US Core Equity 2

$16,525

MeasurePHDGDFAC

Fee0.44%0.21%

Cost on $10k a year$44$21

Yield1.42%0.90%

5 years, per year+4.1%+10.6%

3 years, per year+11.5%+21.0%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.9%12.9%

3–3measures won
level

65.0%

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: PHDG, DFAC, IWF

Today

65.0%most shared, PHDG and DFAC

PHDGDFACIWF

PHDG—65.0%46.5%

DFAC65.0%—40.2%

IWF46.5%40.2%—

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

Income After Fees on $10,000

$98most kept, PHDG

PHDG$142 − $44 = $98

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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