USAF vs DFAC

AUSAF

BDFAC

Measures won3–1USAF wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAC $17,417

Lowest cost0.03%VTV · $3 on $10k

Most income2.42%USAF · $242 on $10k

Smallest drop−4.4%USAF · worst fall in 1Y

Held in common0.0%USAF and DFAC

USAF

DFAC

The 2023 ETF Series Trust - Atlas America Fund · $15MDimensional - US Core Equity 2 ETF · $89.2B

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

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

0.94%Expense ratio$94 · $21 on $10k · lower wins0.21%

2.42%12-mo yield$242 · $87 on $10k0.87%

−4.4%Worst dropSmaller wins−8.5%

5.8%VolatilityLower wins12.3%

3–1USAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSAF · DFAC

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

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.42%	+0.5%	+3.3%	+3.9%	new	new	−4.4%	$15M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.42%	+0.5%	+3.3%	+3.9%	new	new	−4.4%	$15M

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

USAF vs DFAC

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSAFDFAC

Fee0.94%0.21%

Cost on $10k a year$94$21

Yield2.42%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−4.4%−8.5%

Volatility · 1Y5.8%12.3%

3–1measures won
USAF first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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: USAF, DFAC, VTV

Today

37.7%most shared, DFAC and VTV

USAFDFACVTV

USAF—0.0%0.7%

DFAC0.0%—37.7%

VTV0.7%37.7%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

USAF$242 − $94 = $148

DFAC$87 − $21 = $66

KeptFee

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