DFAC vs IWF

ADFAC

BIWF

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%SQLV · $104 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common40.2%DFAC and IWF

DFAC

IWF

Dimensional - US Core Equity 2 ETF · $85.6BiShares Russell 1000 Growth ETF · $115B

+21.0%3 years · per year$17,722 · $17,022+19.4%

+10.6%5 years · per year$16,525 · $15,442+9.1%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $39 on $10k0.39%

−8.5%Worst dropSmaller wins−14.6%

12.9%VolatilityLower wins19.4%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · IWF

5.9%AAPL9.0%

5.0%MSFT6.6%

4.8%NVDA14.1%

1.9%META3.6%

Held in common40.2%

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	ADFAC	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	BIWF	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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

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	ADFAC	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	BIWF	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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

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

DFAC vs IWF

DFAC

Dimensional - US Core Equity 2

$16,525

IWF

iShares Russell 1000 Growth

$15,442

MeasureDFACIWF

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.90%0.39%

5 years, per year+10.6%+9.1%

3 years, per year+21.0%+19.4%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y12.9%19.4%

5–1measures won
DFAC first

40.2%

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: SQLV, VUG, DFAC, IWF

Today

78.0%most shared, VUG and IWF

SQLVVUGDFACIWF

SQLV—0.0%1.9%0.0%

VUG0.0%—35.7%78.0%

DFAC1.9%35.7%—40.2%

IWF0.0%78.0%40.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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