DFAC vs VUG

ADFAC

BVUG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common35.8%DFAC and VUG

DFAC

VUG

Dimensional - US Core Equity 2 ETF · $85.6BVanguard Morningstar Growth ETF · $233B

+21.2%3 years · per year$17,787 · $18,569+22.9%

+11.0%5 years · per year$16,820 · $16,565+10.6%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $41 on $10k0.41%

−8.5%Worst dropSmaller wins−15.1%

13.1%VolatilityLower wins19.1%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · VUG

5.9%AAPL12.5%

5.0%MSFT9.7%

4.9%NVDA13.5%

2.7%AMZN4.3%

Held in common35.8%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	JSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	JSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs VUG

DFAC

Dimensional - US Core Equity 2

$16,820

VUG

Vanguard Morningstar Growth

$16,565

MeasureDFACVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%0.41%

5 years, per year+11.0%+10.6%

3 years, per year+21.2%+22.9%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y13.1%19.1%

4–2measures won
DFAC first

35.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VUG, JSML, DFAC

Today

35.8%most shared, VUG and DFAC

VUGJSMLDFAC

VUG—0.0%35.8%

JSML0.0%—1.3%

DFAC35.8%1.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee