VONE vs DFAC

AVONE

BDFAC

Measures won4–2VONE wins · of 6 · 5Y

$10,000 · 5Y$16,590VONE · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income1.06%VONE · $106 on $10k

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

Held in common71.2%VONE and DFAC

VONE

DFAC

Vanguard Russell 1000 ETF · $8.9BDimensional - US Core Equity 2 ETF · $85.7B

+21.9%3 years · per year$18,127 · $17,812+21.2%

+10.7%5 years · per year$16,590 · $16,526+10.6%

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

1.06%12-mo yield$106 · $90 on $10k0.90%

−8.8%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.9%

4–2VONE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVONE · DFAC

6.8%AAPL5.8%

7.5%NVDA5.1%

5.4%MSFT5.0%

3.4%AMZN2.7%

Held in common71.2%

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	AVONE	Vanguard Russell 1000 ETFRead Desk	0.06%	1.06%	−4.4%	+8.1%	+9.6%	+21.9%	+10.7%	−8.8%	$8.9B
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	AVONE	Vanguard Russell 1000 ETFRead Desk	0.06%	1.06%	−4.4%	+8.1%	+9.6%	+21.9%	+10.7%	−8.8%	$8.9B
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

VONE vs DFAC

VONE

Vanguard Russell 1000

$16,590

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVONEDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.06%0.90%

5 years, per year+10.7%+10.6%

3 years, per year+21.9%+21.2%

Worst drop · 1Y−8.8%−8.5%

Volatility · 1Y13.6%12.9%

4–2measures won
VONE first

71.2%

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: VONE, DFAC, VUG

Today

71.2%most shared, VONE and DFAC

VONEDFACVUG

VONE—71.2%54.4%

DFAC71.2%—36.2%

VUG54.4%36.2%—

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

Income After Fees on $10,000

$100most kept, VONE

VONE$106 − $6 = $100

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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