RAFE vs DFAC

ARAFE

BDFAC

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$18,090RAFE · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%RAFE · $142 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common41.6%RAFE and DFAC

RAFE

DFAC

PIMCO RAFI ESG U.S. ETF · $174MDimensional - US Core Equity 2 ETF · $89.2B

+24.8%3 years · per year$19,421 · $18,682+23.2%

+12.6%5 years · per year$18,090 · $17,417+11.7%

0.29%Expense ratio$29 · $21 on $10k · lower wins0.21%

1.42%12-mo yield$142 · $87 on $10k0.87%

−7.5%Worst dropSmaller wins−8.5%

11.5%VolatilityLower wins12.3%

5–1RAFE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRAFE · DFAC

5.3%AAPL5.6%

5.2%MSFT4.8%

1.4%NVDA5.3%

2.4%JPM1.1%

Held in common41.6%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

RAFE vs DFAC

RAFE

PIMCO RAFI ESG U.S.

$18,090

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureRAFEDFAC

Fee0.29%0.21%

Cost on $10k a year$29$21

Yield1.42%0.87%

5 years, per year+12.6%+11.7%

3 years, per year+24.8%+23.2%

Worst drop · 1Y−7.5%−8.5%

Volatility · 1Y11.5%12.3%

5–1measures won
RAFE first

41.6%

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: RAFE, DFAC, VUG

Today

41.6%most shared, RAFE and DFAC

RAFEDFACVUG

RAFE—41.6%21.8%

DFAC41.6%—36.1%

VUG21.8%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, RAFE

RAFE$142 − $29 = $113

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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