Compare · 4 funds side by side · dividends reinvested

DFAC, SGLC, VUG and VO

DFACDimensional×SGLCSummit Global Investments×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SGLC, VUG and VO, 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%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+14.8%+20.0%+21.5%[…]−9.7%16.1%$220M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SGLC 2023 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

SGLC

SGI U.S. Large Cap Core ETF · $220M[…]

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

DFACMeasureSGLC

+14.1%Year to dateJan 1 → Nov 9+14.8%

+17.7%1 yearTotal return+20.0%

+21.2%3 years · per year$10,000 became $17,787 · $17,928+21.5%

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $85 a year on $10k · lower is better0.85%

0.88%Trailing 12-mo yield$88 · $20 a year on $10k0.20%

−8.5%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer16.1%

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

4–3DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SGLC: Top 5 Holdings

Today

DFAC

20.4%in top 5

SGLC

in top 528.6%

DFACStockSGLC

4.9%NVDA8.1%

5.9%AAPL7.7%

5.0%MSFT5.9%

2.7%AMZN4.1%

not top 5GOOGL2.8%

1.9%METAnot top 5

Held in common47.7%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SGLC Returns, Every Period

DimensionalDFAC

+17.7%

past year

SGLCSummit Global Investments

+20.0%

past year

DFACSGLCFaded: behind in that period

0–3SGLC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SGLC, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

SGLC0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SGLC, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

VUG0.41%$41

SGLC0.20%$20

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SGLC$20 − $85 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SGLC, VUG, VO

Today

50.5%most shared, SGLC and VUG

DFACSGLCVUGVO

DFAC—47.7%35.8%19.6%

SGLC47.7%—50.5%16.7%

VUG35.8%50.5%—10.2%

VO19.6%16.7%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.0%SGLC, at 16.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SGLCWorst drop−9.7%16.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSGLC

+13.6%Year to date+14.8%

1.4%Yield0.2%

+15.6%Past year+20.0%

0.03%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026