SHE vs DFAC

ASHE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%SHE · $119 on $10k

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

Held in common35.2%SHE and DFAC

SHE

DFAC

State Street SPDR MSCI USA Gender Diversity ETF · $344MDimensional - US Core Equity 2 ETF · $85.7B

+22.1%3 years · per year$18,184 · $17,812+21.2%

+8.1%5 years · per year$14,770 · $16,526+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

1.19%12-mo yield$119 · $90 on $10k0.90%

−8.6%Worst dropSmaller wins−8.5%

14.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHE · DFAC

5.3%MSFT5.0%

4.2%NVDA5.1%

3.5%JPM1.2%

3.9%MU1.0%

Held in common35.2%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk	0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk	0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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

SHE vs DFAC

SHE

SPDR MSCI USA Gender Diversity

$14,770

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSHEDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield1.19%0.90%

5 years, per year+8.1%+10.6%

3 years, per year+22.1%+21.2%

Worst drop · 1Y−8.6%−8.5%

Volatility · 1Y14.9%12.9%

3–3measures won
level

35.2%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SHE, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

SHEDFACVUG

SHE—35.2%24.1%

DFAC35.2%—36.2%

VUG24.1%36.2%—

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

Income After Fees on $10,000

$99most kept, SHE

SHE$119 − $20 = $99

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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