VUSE vs DFAC

AVUSE

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUSE $16,415

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common30.8%VUSE and DFAC

VUSE

DFAC

Vident U.S. Equity Strategy ETF · $673MDimensional - US Core Equity 2 ETF · $85.7B

+16.1%3 years · per year$15,632 · $17,812+21.2%

+10.4%5 years · per year$16,415 · $16,526+10.6%

0.50%Expense ratio$50 · $21 on $10k · lower wins0.21%

0.34%12-mo yield$34 · $90 on $10k0.90%

−9.3%Worst dropSmaller wins−8.5%

14.3%VolatilityLower wins12.9%

0–6DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUSE · DFAC

2.9%MSFT5.0%

2.8%AAPL5.8%

2.5%AMZN2.7%

2.4%NVDA5.1%

Held in common30.8%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−4.5%	+5.5%	+6.8%	+16.1%	+10.4%	−9.3%	$673M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−4.5%	+5.5%	+6.8%	+16.1%	+10.4%	−9.3%	$673M

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

Cards for this view

VUSE vs DFAC

VUSE

Vident U.S. Equity Strategy

$16,415

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVUSEDFAC

Fee0.50%0.21%

Cost on $10k a year$50$21

Yield0.34%0.90%

5 years, per year+10.4%+10.6%

3 years, per year+16.1%+21.2%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y14.3%12.9%

6–0measures won
DFAC first

30.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VUSE, DFAC

Today

30.8%most shared, VUSE and DFAC

VUSEDFAC

VUSE—30.8%

DFAC30.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUSE$34 − $50 = −$16

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee