VSLU vs DFAC

AVSLU

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,347VSLU · DFAC $16,525

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common50.2%VSLU and DFAC

VSLU

DFAC

Applied Finance Valuation Large Cap ETF · $600MDimensional - US Core Equity 2 ETF · $85.7B

+22.8%3 years · per year$18,501 · $17,722+21.0%

+12.9%5 years · per year$18,347 · $16,525+10.6%

0.49%Expense ratio$49 · $21 on $10k · lower wins0.21%

0.42%12-mo yield$42 · $90 on $10k0.90%

−9.2%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVSLU · DFAC

10.5%AAPL5.9%

8.6%MSFT5.0%

8.3%NVDA4.8%

4.2%META1.9%

Held in common50.2%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$600M
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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$600M
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

VSLU vs DFAC

VSLU

Applied Finance Valuation Large Cap

$18,347

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureVSLUDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield0.42%0.90%

5 years, per year+12.9%+10.6%

3 years, per year+22.8%+21.0%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.1%12.9%

4–2measures won
DFAC first

50.2%

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: VSLU, DFAC, IWF

Today

55.8%most shared, VSLU and IWF

VSLUDFACIWF

VSLU—50.2%55.8%

DFAC50.2%—40.2%

IWF55.8%40.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

VSLU$42 − $49 = −$7

KeptFee

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