DFAC vs VUG

ADFAC

BVUG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common35.7%DFAC and VUG

DFAC

VUG

Dimensional - US Core Equity 2 ETF · $85.6BVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,722 · $18,415+22.6%

+10.6%5 years · per year$16,525 · $16,124+10.0%

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

0.90%12-mo yield$90 · $42 on $10k0.42%

−8.5%Worst dropSmaller wins−15.1%

12.9%VolatilityLower wins19.0%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VUG

5.9%AAPL12.5%

5.0%MSFT9.7%

4.8%NVDA13.5%

2.7%AMZN4.3%

Held in common35.7%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VUG

DFAC

Dimensional - US Core Equity 2

$16,525

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFACVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%0.42%

5 years, per year+10.6%+10.0%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y12.9%19.0%

4–2measures won
DFAC first

35.7%

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, VO, DFAC

Today

35.7%most shared, VUG and DFAC

SQLVVUGVODFAC

SQLV—0.0%0.0%1.9%

VUG0.0%—10.2%35.7%

VO0.0%10.2%—19.7%

DFAC1.9%35.7%19.7%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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