TILT vs DFAC

ATILT

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · TILT $16,282

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%TILT · $110 on $10k

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

Held in common73.7%TILT and DFAC

TILT

DFAC

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BDimensional - US Core Equity 2 ETF · $89.2B

+21.6%3 years · per year$17,969 · $17,812+21.2%

+10.2%5 years · per year$16,282 · $16,526+10.6%

0.26%Expense ratio$26 · $21 on $10k · lower wins0.21%

1.10%12-mo yield$110 · $90 on $10k0.90%

−8.5%Worst dropSmaller wins−8.5%

13.0%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTILT · DFAC

5.1%AAPL5.8%

4.7%NVDA5.1%

4.2%MSFT5.0%

2.6%AMZN2.7%

Held in common73.7%

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%	$89.2B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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%	$89.2B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

TILT vs DFAC

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,282

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureTILTDFAC

Fee0.26%0.21%

Cost on $10k a year$26$21

Yield1.10%0.90%

5 years, per year+10.2%+10.6%

3 years, per year+21.6%+21.2%

Worst drop · 1Y−8.5%−8.5%

Volatility · 1Y13.0%12.9%

3–2measures won
DFAC first

73.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TILT, DFAC, VUG

Today

73.7%most shared, TILT and DFAC

TILTDFACVUG

TILT—73.7%37.8%

DFAC73.7%—36.2%

VUG37.8%36.2%—

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

Income After Fees on $10,000

$84most kept, TILT

TILT$110 − $26 = $84

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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