DFAC vs VUG

ADFAC

BVUG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common35.7%DFAC and VUG

DFAC

VUG

Dimensional - US Core Equity 2 ETF · $85.7BVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,722 · $18,415+22.6%

+10.6%5 years · per year$16,525 · $16,124+10.0%

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

0.90%12-mo yield$90 · $42 on $10k0.42%

−8.5%Worst dropSmaller wins−15.1%

12.9%VolatilityLower wins19.0%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · VUG

5.9%AAPL12.5%

5.0%MSFT9.7%

4.8%NVDA13.5%

2.7%AMZN4.3%

Held in common35.7%

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

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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

DFAC vs VUG

DFAC

Dimensional - US Core Equity 2

$16,525

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFACVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%0.42%

5 years, per year+10.6%+10.0%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y12.9%19.0%

4–2measures won
DFAC first

35.7%

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, WCBR, IJR, DFAC

Today

35.7%most shared, VUG and DFAC

VUGWCBRIJRDFAC

VUG—2.6%0.0%35.7%

WCBR2.6%—0.3%0.6%

IJR0.0%0.3%—6.4%

DFAC35.7%0.6%6.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

WCBR$0 − $45 = −$45

KeptFee

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