VONE vs DFAC

AVONE

BDFAC

Measures won4–2VONE wins · of 6 · 5Y

$10,000 · 5Y$17,527VONE · DFAC $17,417

Lowest cost0.06%VONE · $6 on $10k

Most income1.01%VONE · $101 on $10k

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

Held in common71.1%VONE and DFAC

VONE

DFAC

Vanguard Russell 1000 ETF · $8.9BDimensional - US Core Equity 2 ETF · $89.2B

+24.0%3 years · per year$19,071 · $18,682+23.2%

+11.9%5 years · per year$17,527 · $17,417+11.7%

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

1.01%12-mo yield$101 · $87 on $10k0.87%

−8.8%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

4–2VONE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONE · DFAC

6.8%AAPL5.6%

7.5%NVDA5.3%

5.4%MSFT4.8%

3.4%AMZN2.6%

Held in common71.1%

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

Both

5Y2 funds

#			Trend
1	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.01%	+1.5%	+13.1%	+13.2%	+24.0%	+11.9%	−8.8%	$8.9B
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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.01%	+1.5%	+13.1%	+13.2%	+24.0%	+11.9%	−8.8%	$8.9B
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

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

VONE vs DFAC

VONE

Vanguard Russell 1000

$17,527

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureVONEDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.01%0.87%

5 years, per year+11.9%+11.7%

3 years, per year+24.0%+23.2%

Worst drop · 1Y−8.8%−8.5%

Volatility · 1Y12.9%12.3%

4–2measures won
VONE first

71.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VONE, DFAC

Today

71.1%most shared, VONE and DFAC

VONEDFAC

VONE—71.1%

DFAC71.1%—

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

Income After Fees on $10,000

$95most kept, VONE

VONE$101 − $6 = $95

DFAC$87 − $21 = $66

KeptFee

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