TOV vs DFAC

ATOV

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common67.6%TOV and DFAC

TOV

DFAC

JLens 500 Jewish Advocacy U.S. ETF · $270MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

0.87%12-mo yield$87 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins12.9%

1–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOV · DFAC

7.6%AAPL5.8%

7.1%NVDA5.1%

6.2%MSFT5.0%

3.9%AMZN2.7%

Held in common67.6%

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%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ATOV	JLens 500 Jewish Advocacy U.S. ETFRead Desk	0.18%	0.87%	−4.4%	+8.3%	+9.3%	new	new	−8.9%	$270M

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%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ATOV	JLens 500 Jewish Advocacy U.S. ETFRead Desk	0.18%	0.87%	−4.4%	+8.3%	+9.3%	new	new	−8.9%	$270M

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

TOV vs DFAC

TOV

JLens 500 Jewish Advocacy U.S.

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureTOVDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield0.87%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.9%12.9%

2–1measures won
DFAC first

67.6%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TOV, DFAC, VUG

Today

67.6%most shared, TOV and DFAC

TOVDFACVUG

TOV—67.6%55.6%

DFAC67.6%—36.2%

VUG55.6%36.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

TOV$87 − $18 = $69

VUG$43 − $3 = $40

KeptFee

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