UPSD vs DFAC

AUPSD

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

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 common36.0%UPSD and DFAC

UPSD

DFAC

ETF Series Solutions - Aptus Large Cap Upside ETF · $135MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.79%Expense ratio$79 · $21 on $10k · lower wins0.21%

0.61%12-mo yield$61 · $90 on $10k0.90%

−11.9%Worst dropSmaller wins−8.5%

15.6%VolatilityLower wins12.9%

0–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUPSD · DFAC

5.3%AAPL5.9%

4.6%MSFT5.0%

4.0%NVDA4.8%

2.1%AMZN2.7%

Held in common36.0%

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk	0.79%	0.61%	−0.1%	+7.8%	+9.3%	new	new	−11.9%	$135M

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk	0.79%	0.61%	−0.1%	+7.8%	+9.3%	new	new	−11.9%	$135M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UPSD vs DFAC

UPSD

ETF Series Solutions - Aptus Large Cap Upside

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureUPSDDFAC

Fee0.79%0.21%

Cost on $10k a year$79$21

Yield0.61%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y15.6%12.9%

4–0measures won
DFAC first

36.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: UPSD, DFAC, VUG

Today

36.0%most shared, UPSD and DFAC

UPSDDFACVUG

UPSD—36.0%34.1%

DFAC36.0%—35.7%

VUG34.1%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

UPSD$61 − $79 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee