Compare · 2 funds side by side · dividends reinvested

DFAC and USMC

DFACDimensional×USMCPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,953USMC · best of the two

02 / 04

DFAC and USMC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.78%+5.5%+5.4%+21.1%+12.4%−10.0%13.6%$4.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · USMC 2017

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$17,953

USMC

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 34.2% in common

USMCMeasureDFAC

+5.5%Year to dateJan 1 → Nov 5+11.2%

+5.4%1 yearTotal return+14.3%

+21.1%3 years · per year$10,000 became $17,754 · $17,812+21.2%

+12.4%5 years · per year$10,000 became $17,953 · $16,526+10.6%

0.12%Expense ratio$12 · $21 a year on $10k · lower is better0.21%

0.78%Trailing 12-mo yield$78 · $90 a year on $10k0.90%

−10.0%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer12.9%

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

2–6DFAC wins

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

More Ways to See the Pairs

USMC vs DFAC: Top 5 Holdings

Today

USMC

32.0%in top 5

DFAC

in top 520.5%

USMCStockDFAC

7.7%AAPL5.8%

7.3%NVDA5.1%

6.2%MSFT5.0%

5.5%MAnot top 5

5.3%Vnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common34.2%

End-of-day Nov 5, 2026 · share of each fund

USMC vs DFAC Returns, Every Period

PrincipalUSMC

+12.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

USMCDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USMC vs DFAC

YTD

PrincipalUSMC

+5.5%

DFACDimensional

+11.2%

+5.5%Year to date+11.2%

−10.0%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y12.9%

0.8%Yield0.9%

$4.9BAssets$89.2B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USMC

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, USMC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

USMC0.78%$78

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

USMC$78 − $12 = $66

KeptFee

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

Overlap: DFAC, USMC

Today

34.2%most shared, DFAC and USMC

DFACUSMC

DFAC—34.2%

USMC34.2%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

USMCWorst drop−10.0%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACUSMC

+11.2%Year to date+5.5%

0.9%Yield0.8%

+14.3%Past year+5.4%

0.21%Fee0.12%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026