VTHR vs DFAC

AVTHR

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VTHR $17,277

Lowest cost0.06%VTHR · $6 on $10k

Most income1.03%VTHR · $103 on $10k

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

Held in common72.8%VTHR and DFAC

VTHR

DFAC

Vanguard Russell 3000 ETF · $4.9BDimensional - US Core Equity 2 ETF · $87.6B

+24.0%3 years · per year$19,051 · $18,682+23.2%

+11.6%5 years · per year$17,277 · $17,417+11.7%

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

1.03%12-mo yield$103 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.5%

13.1%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · DFAC

6.6%AAPL5.6%

7.3%NVDA5.3%

5.2%MSFT4.8%

3.3%AMZN2.6%

Held in common72.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$4.9B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$4.9B

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

VTHR vs DFAC

VTHR

Vanguard Russell 3000

$17,277

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureVTHRDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.03%0.87%

5 years, per year+11.6%+11.7%

3 years, per year+24.0%+23.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.1%12.3%

3–3measures won
level

72.8%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VTHR, DFAC

Today

72.8%most shared, VTHR and DFAC

VTHRDFAC

VTHR—72.8%

DFAC72.8%—

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

Income After Fees on $10,000

$97most kept, VTHR

VTHR$103 − $6 = $97

DFAC$87 − $21 = $66

KeptFee

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