DFAC vs VO

ADFAC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common19.6%DFAC and VO

DFAC

Dimensional - US Core Equity 2 ETF · $87.7BVanguard Morningstar Mid-Cap ETF · $103B

+21.2%3 years · per year$17,787 · $16,763+18.8%

+11.0%5 years · per year$16,820 · $13,867+6.8%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $135 on $10k1.35%

−8.5%Worst dropSmaller wins−8.2%

13.1%VolatilityLower wins13.1%

2–3VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VO

0.3%TRV0.4%

0.2%GM0.7%

0.2%NEM0.6%

0.2%RCL0.7%

Held in common19.6%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs VO

DFAC

Dimensional - US Core Equity 2

$16,820

Vanguard Morningstar Mid-Cap

$13,867

MeasureDFACVO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%1.35%

5 years, per year+11.0%+6.8%

3 years, per year+21.2%+18.8%

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y13.1%13.1%

3–2measures won
VO first

19.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLT, DFAC, VO, VUG

Today

35.8%most shared, DFAC and VUG

SQLTDFACVOVUG

SQLT—8.5%0.0%0.0%

DFAC8.5%—19.6%35.8%

VO0.0%19.6%—10.2%

VUG0.0%35.8%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee