UDN vs DFAC

AUDN

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.99%UDN · $299 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%UDN and DFAC

UDN

DFAC

Invesco DB US Dollar Index Bearish Fund · $96MDimensional - US Core Equity 2 ETF · $89.2B

+3.6%3 years · per year$11,133 · $17,812+21.2%

−0.2%5 years · per year$9,889 · $16,526+10.6%

0.77%Expense ratio$77 · $21 on $10k · lower wins0.21%

2.99%12-mo yield$299 · $90 on $10k0.90%

−5.6%Worst dropSmaller wins−8.5%

5.5%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDN · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	2.99%	−0.2%	−1.9%	+0.4%	+3.6%	−0.2%	−5.6%	$96M

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	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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	2.99%	−0.2%	−1.9%	+0.4%	+3.6%	−0.2%	−5.6%	$96M

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

UDN vs DFAC

UDN

Invesco DB US Dollar Index Bearish Fund

$9,889

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureUDNDFAC

Fee0.77%0.21%

Cost on $10k a year$77$21

Yield2.99%0.90%

5 years, per year−0.2%+10.6%

3 years, per year+3.6%+21.2%

Worst drop · 1Y−5.6%−8.5%

Volatility · 1Y5.5%12.9%

3–3measures won
level

0.0%

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: UDN, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

UDNDFACVUG

UDN—0.0%0.0%

DFAC0.0%—36.2%

VUG0.0%36.2%—

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

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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