DFAC vs VO

ADFAC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common19.7%DFAC and VO

DFAC

Dimensional - US Core Equity 2 ETF · $85.6BVanguard Morningstar Mid-Cap ETF · $103B

+21.0%3 years · per year$17,722 · $16,701+18.6%

+10.6%5 years · per year$16,525 · $13,590+6.3%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $139 on $10k1.39%

−8.5%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VO

0.3%TRV0.4%

0.3%GM0.7%

0.2%NEM0.6%

0.2%RCL0.7%

Held in common19.7%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

DFAC vs VO

DFAC

Dimensional - US Core Equity 2

$16,525

Vanguard Morningstar Mid-Cap

$13,590

MeasureDFACVO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%1.39%

5 years, per year+10.6%+6.3%

3 years, per year+21.0%+18.6%

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y12.9%12.9%

3–2measures won
VO first

19.7%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: VO, WCBR, VTV, DFAC

Today

38.0%most shared, VTV and DFAC

VOWCBRVTVDFAC

VO—3.2%28.5%19.7%

WCBR3.2%—0.2%0.6%

VTV28.5%0.2%—38.0%

DFAC19.7%0.6%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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