PTLC vs DFAC

APTLC

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%PTLC · $99 on $10k

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

Held in common69.0%PTLC and DFAC

PTLC

DFAC

Pacer Trendpilot US Large Cap ETF · $3.2BDimensional - US Core Equity 2 ETF · $89.2B

+16.6%3 years · per year$15,863 · $18,682+23.2%

+9.3%5 years · per year$15,623 · $17,417+11.7%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

0.99%12-mo yield$99 · $87 on $10k0.87%

−8.8%Worst dropSmaller wins−8.5%

12.2%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTLC · DFAC

7.4%AAPL5.6%

7.7%NVDA5.3%

5.9%MSFT4.8%

3.8%AMZN2.6%

Held in common69.0%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	0.99%	+1.6%	+7.7%	+7.6%	+16.6%	+9.3%	−8.8%	$3.2B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	APTLC	Pacer Trendpilot US Large Cap ETFRead Desk	0.60%	0.99%	+1.6%	+7.7%	+7.6%	+16.6%	+9.3%	−8.8%	$3.2B

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

PTLC vs DFAC

PTLC

Pacer Trendpilot US Large Cap

$15,623

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePTLCDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield0.99%0.87%

5 years, per year+9.3%+11.7%

3 years, per year+16.6%+23.2%

Worst drop · 1Y−8.8%−8.5%

Volatility · 1Y12.2%12.3%

4–2measures won
DFAC first

69.0%

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: PTLC, DFAC, VUG

Today

69.0%most shared, PTLC and DFAC

PTLCDFACVUG

PTLC—69.0%55.3%

DFAC69.0%—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

$66most kept, DFAC

DFAC$87 − $21 = $66

PTLC$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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