WTLS vs DFAC · Compare Desk

ADFAC

BVUG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · VUG $16,902

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 common35.7%DFAC and VUG

DFAC vs VUG

DFAC

VUG

Dimensional - US Core Equity 2 ETF · $87.6BVanguard Morningstar Growth ETF · $233B

+23.0%3 years · per year$18,595 · $19,673+25.3%

+11.2%5 years · per year$16,976 · $16,902+11.1%

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−16.1%

12.2%VolatilityLower wins18.2%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · VUG

5.7%AAPL12.5%

5.2%NVDA13.5%

4.7%MSFT9.7%

2.5%AMZN4.3%

Held in common35.7%

End-of-day Nov 3, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

End-of-day Nov 3, 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

$16,976

VUG

Vanguard Morningstar Growth

$16,902

MeasureDFACVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%0.41%

5 years, per year+11.2%+11.1%

3 years, per year+23.0%+25.3%

Worst drop · 1Y−8.5%−16.1%

Volatility · 1Y12.2%18.2%

4–2measures won
DFAC first

35.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAC, VUG

Today

35.7%most shared, DFAC and VUG

DFACVUG

DFAC—35.7%

VUG35.7%—

End-of-day Nov 3, 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

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee