PHDG vs DFAC

APHDG

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%PHDG · $142 on $10k

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

Held in common65.6%PHDG and DFAC

PHDG

DFAC

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

+11.9%3 years · per year$14,004 · $17,812+21.2%

+4.2%5 years · per year$12,260 · $16,526+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%AAPL5.8%

6.1%NVDA5.1%

5.2%MSFT5.0%

3.3%AMZN2.7%

Held in common65.6%

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk	0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

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

PHDG vs DFAC

PHDG

Invesco S&P 500 Downside Hedged

$12,260

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePHDGDFAC

Fee0.44%0.21%

Cost on $10k a year$44$21

Yield1.42%0.90%

5 years, per year+4.2%+10.6%

3 years, per year+11.9%+21.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.9%12.9%

3–3measures won
level

65.6%

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: PHDG, DFAC, VUG

Today

65.6%most shared, PHDG and DFAC

PHDGDFACVUG

PHDG—65.6%46.7%

DFAC65.6%—36.2%

VUG46.7%36.2%—

End-of-day Nov 5, 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

VUG$43 − $3 = $40

KeptFee

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