Compare · 3 funds side by side · dividends reinvested

DFAC, MSLC and IJH

DFACDimensional×MSLCMorgan Stanley×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeMSLC · 1.95% · $195 a year on $10k

Story of the three · RiskSmallest drop

DFAC, MSLC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B2.0

Morgan Stanley Pathway Funds - Large Cap Equity ETFUS Stock Styles · Large cap0.63%1.95%+10.2%+10.3%[…][…]−9.3%13.4%$4.0B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · MSLC 1991 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.0B[…]

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

DFAC

More Ways to See the Pairs

DFAC vs MSLC: Top 5 Holdings

Today

DFAC

19.8%in top 5

MSLC

in top 524.7%

DFACStockMSLC

5.9%AAPL6.2%

4.7%MSFT5.7%

4.4%NVDA5.7%

2.7%AMZN4.2%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, MSLC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

MSLC0.63%$63

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, MSLC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

MSLC

+14.1%Year to dateJan 1 → Nov 12+10.2%

+15.4%1 yearTotal return+10.3%

+20.7%3 years · per year$10,000 became $17,581 · […][…]

+10.6%5 years · per year$10,000 became $16,580 · […][…]

0.21%Expense ratio$21 · $63 a year on $10k · lower is better0.63%

0.88%Trailing 12-mo yield$88 · $195 a year on $10k1.95%

−8.5%Worst dropSmaller is better−9.3%

13.1%VolatilityLower is calmer13.4%

DFACMSLC Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

1.9%METAnot top 5

Held in common66.0%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs MSLC Returns, Every Period

1Y

DimensionalDFAC

+15.4%

past year

MSLCMorgan Stanley

+10.3%

past year

DFACMSLCFaded: behind in that period

2–0DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs MSLC

YTD

DimensionalDFAC

+14.1%

MSLCMorgan Stanley

+10.2%

+14.1%Year to date+10.2%

−8.5%Worst drop · 1Y−9.3%

13.1%Volatility · 1Y13.4%

0.9%Yield1.9%

$87.7BAssets$4.0B

3–1DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.95%highest, MSLC

FundTrailing yieldYield$10k

MSLC1.95%$195

IJH1.22%$122

DFAC0.88%$88

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, MSLC

MSLC$195 − $63 = $132

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, MSLC, IJH

Today

66.0%most shared, DFAC and MSLC

DFACMSLCIJH

DFAC—66.0%11.5%

MSLC66.0%—2.6%

IJH11.5%2.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

MSLCWorst drop−9.3%13.4% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MSLCDFAC

+10.2%Year to date+14.1%

1.9%Yield0.9%

+10.3%Past year+15.4%

0.63%Fee0.21%

3–1DFAC wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAC, MSLC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three