SCHD vs DFAC

ASCHD

BDFAC

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.3%SCHD and DFAC

SCHD

DFAC

Schwab U.S. Dividend Equity ETF · $121BDimensional - US Core Equity 2 ETF · $87.6B

+21.2%3 years · per year$17,784 · $18,595+23.0%

+10.3%5 years · per year$16,352 · $16,976+11.2%

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

2.97%12-mo yield$297 · $88 on $10k0.88%

−6.9%Worst dropSmaller wins−8.5%

11.4%VolatilityLower wins12.2%

4–2SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · DFAC

4.2%CVX0.7%

4.3%PG0.6%

4.2%KO0.5%

3.8%MRK0.4%

Held in common9.3%

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

SCHD vs DFAC

SCHD

Schwab U.S. Dividend Equity

$16,352

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureSCHDDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield2.97%0.88%

5 years, per year+10.3%+11.2%

3 years, per year+21.2%+23.0%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y11.4%12.2%

4–2measures won
SCHD first

9.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCHD, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

SCHDDFACVUG

SCHD—9.3%0.8%

DFAC9.3%—35.7%

VUG0.8%35.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee