TOPT vs DFAC

ATOPT

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common32.8%TOPT and DFAC

TOPT

DFAC

iShares Top 20 U.S. Stocks ETF · $717MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

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

0.36%12-mo yield$36 · $87 on $10k0.87%

−12.5%Worst dropSmaller wins−8.5%

15.4%VolatilityLower wins12.3%

1–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · DFAC

15.0%AAPL5.6%

15.4%NVDA5.3%

11.9%MSFT4.8%

4.5%AMZN2.6%

Held in common32.8%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

End-of-day Nov 4, 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

$17,417

MeasureTOPTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.36%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−12.5%−8.5%

Volatility · 1Y15.4%12.3%

3–1measures won
DFAC first

32.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TOPT, DFAC, VUG

Today

65.3%most shared, TOPT and VUG

TOPTDFACVUG

TOPT—32.8%65.3%

DFAC32.8%—36.1%

VUG65.3%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

TOPT$36 − $20 = $16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee