TSPA vs DFAC

ATSPA

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,371TSPA · DFAC $17,417

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 common58.7%TSPA and DFAC

TSPA

DFAC

T. Rowe Price U.S. Equity Research ETF · $4.7BDimensional - US Core Equity 2 ETF · $89.2B

+24.1%3 years · per year$19,105 · $18,682+23.2%

+12.9%5 years · per year$18,371 · $17,417+11.7%

0.34%Expense ratio$34 · $21 on $10k · lower wins0.21%

0.55%12-mo yield$55 · $87 on $10k0.87%

−9.2%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · DFAC

7.1%AAPL5.6%

8.6%NVDA5.3%

5.8%MSFT4.8%

3.8%AMZN2.6%

Held in common58.7%

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

TSPA vs DFAC

TSPA

T. Rowe Price U.S. Equity Research

$18,371

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureTSPADFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield0.55%0.87%

5 years, per year+12.9%+11.7%

3 years, per year+24.1%+23.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.6%12.3%

4–2measures won
DFAC first

58.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TSPA, DFAC, VUG

Today

60.1%most shared, TSPA and VUG

TSPADFACVUG

TSPA—58.7%60.1%

DFAC58.7%—36.1%

VUG60.1%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

TSPA$55 − $34 = $21

KeptFee

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