VUG vs DFUS

AVUG

BDFUS

Measures won2–4DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFUS · $90 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common50.5%VUG and DFUS

VUG

DFUS

Vanguard Morningstar Growth ETF · $233BDimensional U.S. Equity ETF · $20.8B

+22.6%3 years · per year$18,415 · $18,067+21.8%

+10.0%5 years · per year$16,124 · $16,904+11.1%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

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

−15.1%Worst dropSmaller wins−9.0%

19.0%VolatilityLower wins13.9%

2–4DFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · DFUS

12.5%AAPL7.1%

13.5%NVDA6.0%

9.7%MSFT5.7%

4.3%AMZN3.8%

Held in common50.5%

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

Both

5Y2 funds

#			Trend
1	BDFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.8B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.8B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

VUG vs DFUS

VUG

Vanguard Morningstar Growth

$16,124

DFUS

Dimensional U.S. Equity

$16,904

MeasureVUGDFUS

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield0.42%0.90%

5 years, per year+10.0%+11.1%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−15.1%−9.0%

Volatility · 1Y19.0%13.9%

4–2measures won
DFUS first

50.5%

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: VUG, DFUS

Today

50.5%most shared, VUG and DFUS

VUGDFUS

VUG—50.5%

DFUS50.5%—

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

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

KeptFee

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