Compare · 2 funds side by side · dividends reinvested

MCDS and DFAC

MCDSJ.P. Morgan×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,525DFAC · best of the two

02 / 04

MCDS and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.04%+12.5%+15.0%[…][…]−7.5%13.4%$8M1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: MCDS 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Mid Core ETF · $8M[…]

MCDS

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

MCDSMeasureDFAC

+12.5%Year to dateJan 1 → Nov 6+11.4%

+15.0%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

1.04%Trailing 12-mo yield$104 · $90 a year on $10k0.90%

−7.5%Worst dropSmaller is better−8.5%

13.4%VolatilityLower is calmer12.9%

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

4–2MCDS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MCDS vs DFAC: Top 5 Holdings

Today

MCDS

6.3%in top 5

DFAC

in top 520.4%

MCDSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

1.7%MPCnot top 5

1.3%CAHnot top 5

1.2%NTRAnot top 5

1.1%STTnot top 5

1.1%HPEnot top 5

Held in common11.4%

End-of-day Nov 6, 2026 · share of each fund

MCDS vs DFAC Returns, Every Period

J.P. MorganMCDS

+15.0%

past year

DFACDimensional

+13.8%

past year

MCDSDFACFaded: behind in that period

2–0MCDS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MCDS vs DFAC

YTD

J.P. MorganMCDS

+12.5%

DFACDimensional

+11.4%

+12.5%Year to date+11.4%

−7.5%Worst drop · 1Y−8.5%

13.4%Volatility · 1Y12.9%

1.0%Yield0.9%

$8.2MAssets$85.7B

3–1MCDS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCDS, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

MCDS0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MCDS, DFAC

1.04%highest, MCDS

FundTrailing yieldYield$10k

MCDS1.04%$104

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, MCDS

MCDS$104 − $35 = $69

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MCDS, DFAC

Today

11.4%most shared, MCDS and DFAC

MCDSDFAC

MCDS—11.4%

DFAC11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.0%MCDS, at 13.4% volatility

DFACWorst drop−8.5%12.9% vol

MCDSWorst drop−7.5%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MCDSDFAC

+12.5%Year to date+11.4%

1.0%Yield0.9%

+15.0%Past year+13.8%

0.35%Fee0.21%

3–1MCDS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026