WDTE vs DFAC

AWDTE

BDFAC

Measures won3–2WDTE wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income35.40%WDTE · $3,540 on $10k

Smallest drop−7.6%WDTE · worst fall in 1Y

Held in common[…]WDTE and DFAC

WDTE

DFAC

S&P 500 Weekly Distribution ETF · $70MDimensional - US Core Equity 2 ETF · $85.7B

+13.4%3 years · per year$14,579 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

1.03%Expense ratio$103 · $21 on $10k · lower wins0.21%

35.40%12-mo yield$3,540 · $90 on $10k0.90%

−7.6%Worst dropSmaller wins−8.5%

12.4%VolatilityLower wins12.9%

3–2WDTE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDTE · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AWDTE	S&P 500 Weekly Distribution ETFRead Desk	1.03%	35.40%	−4.7%	+8.1%	+9.3%	+13.4%	new	−7.6%	$70M

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AWDTE	S&P 500 Weekly Distribution ETFRead Desk	1.03%	35.40%	−4.7%	+8.1%	+9.3%	+13.4%	new	−7.6%	$70M

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

WDTE vs DFAC

WDTE

S&P 500 Weekly Distribution

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureWDTEDFAC

Fee1.03%0.21%

Cost on $10k a year$103$21

Yield35.40%0.90%

5 years, per year[…]+10.6%

3 years, per year+13.4%+21.2%

Worst drop · 1Y−7.6%−8.5%

Volatility · 1Y12.4%12.9%

3–2measures won
WDTE first

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: WDTE, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

WDTEDFACVUG

WDTE—[…][…]

DFAC[…]—36.2%

VUG[…]36.2%—

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

Income After Fees on $10,000

$3,437most kept, WDTE

WDTE$3,540 − $103 = $3,437

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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