SCDS vs DFAC

ASCDS

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.13%SCDS · $113 on $10k

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

Held in common3.4%SCDS and DFAC

SCDS

DFAC

JPMorgan Fundamental Data Science Small Core ETF · $10MDimensional - US Core Equity 2 ETF · $85.6B

[…]3 years · per year[…] · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.40%Expense ratio$40 · $21 on $10k · lower wins0.21%

1.13%12-mo yield$113 · $90 on $10k0.90%

−9.7%Worst dropSmaller wins−8.5%

17.7%VolatilityLower wins12.9%

1–3DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCDS · DFAC

0.5%SLB0.2%

0.4%RVMD0.1%

0.5%HALO0.1%

0.2%BE0.0%

Held in common3.4%

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 Four

5Y4 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%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

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

SCDS vs DFAC

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSCDSDFAC

Fee0.40%0.21%

Cost on $10k a year$40$21

Yield1.13%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y17.7%12.9%

3–1measures won
DFAC first

3.4%

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$59.7B

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: SCDS, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

SCDSDFACIWFVUG

SCDS—3.4%0.8%0.3%

DFAC3.4%—40.2%35.7%

IWF0.8%40.2%—78.0%

VUG0.3%35.7%78.0%—

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

Income After Fees on $10,000

$73most kept, SCDS

SCDS$113 − $40 = $73

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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