TOPT vs DFAC

ATOPT

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

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 common32.9%TOPT and DFAC

TOPT

DFAC

iShares Top 20 U.S. Stocks ETF · $692MDimensional - US Core Equity 2 ETF · $85.6B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

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

0.37%12-mo yield$37 · $88 on $10k0.88%

−12.5%Worst dropSmaller wins−8.5%

16.4%VolatilityLower wins13.1%

1–3DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTOPT · DFAC

15.9%AAPL5.9%

12.5%MSFT5.0%

14.3%NVDA4.9%

4.8%AMZN2.7%

Held in common32.9%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$692M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$692M

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

TOPT vs DFAC

TOPT

iShares Top 20 U.S. Stocks

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureTOPTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.37%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y−12.5%−8.5%

Volatility · 1Y16.4%13.1%

3–1measures won
DFAC first

32.9%

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$59.7B

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%

$120BAssets$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: TOPT, DFAC, VO, IWF

Today

59.4%most shared, TOPT and IWF

TOPTDFACVOIWF

TOPT—32.9%0.0%59.4%

DFAC32.9%—19.6%40.3%

VO0.0%19.6%—9.2%

IWF59.4%40.3%9.2%—

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

IWF$38 − $18 = $20

TOPT$37 − $20 = $17

KeptFee

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