VSLU vs DFAC

AVSLU

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,455VSLU · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common50.3%VSLU and DFAC

VSLU

DFAC

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

+23.1%3 years · per year$18,669 · $17,812+21.2%

+13.0%5 years · per year$18,455 · $16,526+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%

13.3%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVSLU · DFAC

10.3%AAPL5.8%

8.8%NVDA5.1%

8.6%MSFT5.0%

4.2%META1.9%

Held in common50.3%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	−3.6%	+9.0%	+12.0%	+23.1%	+13.0%	−9.2%	$600M
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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	−3.6%	+9.0%	+12.0%	+23.1%	+13.0%	−9.2%	$600M
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

VSLU vs DFAC

VSLU

Applied Finance Valuation Large Cap

$18,455

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVSLUDFAC

Fee0.49%0.21%

Cost on $10k a year$49$21

Yield0.42%0.90%

5 years, per year+13.0%+10.6%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.3%12.9%

4–2measures won
DFAC first

50.3%

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: VSLU, DFAC, VUG

Today

53.7%most shared, VSLU and VUG

VSLUDFACVUG

VSLU—50.3%53.7%

DFAC50.3%—36.2%

VUG53.7%36.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

VSLU$42 − $49 = −$7

KeptFee

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