USXF vs DFAC

AUSXF

BDFAC

Measures won4–2USXF wins · of 6 · 5Y

$10,000 · 5Y$16,984USXF · DFAC $16,525

Lowest cost0.10%USXF · $10 on $10k

Most income0.93%USXF · $93 on $10k

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

Held in common30.5%USXF and DFAC

USXF

DFAC

iShares ESG Advanced MSCI USA ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.7B

+23.0%3 years · per year$18,621 · $17,722+21.0%

+11.2%5 years · per year$16,984 · $16,525+10.6%

0.10%Expense ratio$10 · $21 on $10k · lower wins0.21%

0.93%12-mo yield$93 · $90 on $10k0.90%

−12.9%Worst dropSmaller wins−8.5%

20.6%VolatilityLower wins12.9%

4–2USXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSXF · DFAC

11.6%NVDA4.8%

5.8%AVGO1.1%

3.3%MU0.8%

3.1%V0.8%

Held in common30.5%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

USXF vs DFAC

USXF

iShares ESG Advanced MSCI USA

$16,984

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureUSXFDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.93%0.90%

5 years, per year+11.2%+10.6%

3 years, per year+23.0%+21.0%

Worst drop · 1Y−12.9%−8.5%

Volatility · 1Y20.6%12.9%

3–2measures won
USXF first

30.5%

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: USXF, DFAC, IWF

Today

41.5%most shared, USXF and IWF

USXFDFACIWF

USXF—30.5%41.5%

DFAC30.5%—40.2%

IWF41.5%40.2%—

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

Income After Fees on $10,000

$83most kept, USXF

USXF$93 − $10 = $83

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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