QUS vs DFAC

AQUS

BDFAC

Measures won5–1QUS wins · of 6 · 5Y

$10,000 · 5Y$16,601QUS · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%QUS · $125 on $10k

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

Held in common55.4%QUS and DFAC

QUS

DFAC

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BDimensional - US Core Equity 2 ETF · $89.2B

+19.6%3 years · per year$17,098 · $17,812+21.2%

+10.7%5 years · per year$16,601 · $16,526+10.6%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

1.25%12-mo yield$125 · $90 on $10k0.90%

−6.8%Worst dropSmaller wins−8.5%

9.8%VolatilityLower wins12.9%

5–1QUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUS · DFAC

3.9%MSFT5.0%

3.3%AAPL5.8%

2.4%NVDA5.1%

2.2%META1.9%

Held in common55.4%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

QUS vs DFAC

QUS

SPDR MSCI USA StrategicFactors

$16,601

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureQUSDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.25%0.90%

5 years, per year+10.7%+10.6%

3 years, per year+19.6%+21.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y9.8%12.9%

5–1measures won
QUS first

55.4%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QUS, DFAC, VUG

Today

55.4%most shared, QUS and DFAC

QUSDFACVUG

QUS—55.4%36.4%

DFAC55.4%—36.2%

VUG36.4%36.2%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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