DFAC vs SVAL

ADFAC

BSVAL

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common1.8%DFAC and SVAL

DFAC

SVAL

Dimensional - US Core Equity 2 ETF · $87.7BiShares US Small Cap Value Factor ETF · $161M

+21.2%3 years · per year$17,787 · $17,153+19.7%

+11.0%5 years · per year$16,820 · $14,772+8.1%

0.21%Expense ratio$21 · $20 on $10k · lower wins0.20%

0.88%12-mo yield$88 · $220 on $10k2.20%

−8.5%Worst dropSmaller wins−9.0%

13.1%VolatilityLower wins15.5%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SVAL

0.0%ANF0.7%

0.0%MATX0.5%

0.0%CNX0.4%

0.0%ASB0.4%

Held in common1.8%

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%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M

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%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M

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 SVAL

DFAC

Dimensional - US Core Equity 2

$16,820

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureDFACSVAL

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.88%2.20%

5 years, per year+11.0%+8.1%

3 years, per year+21.2%+19.7%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y13.1%15.5%

4–2measures won
DFAC first

1.8%

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$61.4B

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%

$122BAssets$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, SVAL, DFAC

Today

35.8%most shared, VUG and DFAC

VUGSVALDFAC

VUG—0.0%35.8%

SVAL0.0%—1.8%

DFAC35.8%1.8%—

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

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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