USPX vs DFAC

AUSPX

BDFAC

Measures won4–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,087USPX · DFAC $16,526

Lowest cost0.03%USPX · $3 on $10k

Most income1.07%USPX · $107 on $10k

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

Held in common66.7%USPX and DFAC

USPX

DFAC

Franklin U.S. Equity Index ETF · $2.0BDimensional - US Core Equity 2 ETF · $85.7B

+22.0%3 years · per year$18,174 · $17,812+21.2%

+11.3%5 years · per year$17,087 · $16,526+10.6%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.07%12-mo yield$107 · $90 on $10k0.90%

−9.1%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins12.9%

4–2USPX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSPX · DFAC

7.7%AAPL5.8%

7.1%NVDA5.1%

6.2%MSFT5.0%

4.0%AMZN2.7%

Held in common66.7%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk	0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.0B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk	0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.0B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

USPX vs DFAC

USPX

Franklin U.S. Equity Index

$17,087

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureUSPXDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.07%0.90%

5 years, per year+11.3%+10.6%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−9.1%−8.5%

Volatility · 1Y13.7%12.9%

4–2measures won
USPX first

66.7%

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: USPX, DFAC, VUG

Today

66.7%most shared, USPX and DFAC

USPXDFACVUG

USPX—66.7%55.9%

DFAC66.7%—36.2%

VUG55.9%36.2%—

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

Income After Fees on $10,000

$104most kept, USPX

USPX$107 − $3 = $104

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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