Compare · 2 funds side by side · dividends reinvested

MGC and DFAC

MGCVanguard×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,164MGC · best of the two

02 / 04

MGC and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap ETFUS Stock Styles · Large cap0.05%0.94%+10.8%+10.8%+24.9%+12.7%−9.8%13.5%$10.3B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MGC 2007 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap ETF · $10.3B$18,164

MGC

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

MGCMeasureDFAC

+10.8%Year to dateJan 1 → Nov 3+14.1%

+10.8%1 yearTotal return+16.0%

+24.9%3 years · per year$10,000 became $19,501 · $18,595+23.0%

+12.7%5 years · per year$10,000 became $18,164 · $16,976+11.2%

0.05%Expense ratio$5 · $21 a year on $10k · lower is better0.21%

0.94%Trailing 12-mo yield$94 · $88 a year on $10k0.88%

−9.8%Worst dropSmaller is better−8.5%

13.5%VolatilityLower is calmer12.2%

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

4–4Level

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

More Ways to See the Pairs

MGC vs DFAC: Top 5 Holdings

Today

MGC

33.8%in top 5

DFAC

in top 519.9%

MGCStockDFAC

9.6%NVDA5.2%

8.9%AAPL5.7%

7.0%MSFT4.7%

4.5%AMZN2.5%

3.7%GOOGLnot top 5

not top 5META1.9%

Held in common54.1%

End-of-day Nov 3, 2026 · share of each fund

MGC vs DFAC Returns, Every Period

VanguardMGC

+12.7%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

MGCDFACFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MGC vs DFAC

YTD

VanguardMGC

+10.8%

DFACDimensional

+14.1%

+10.8%Year to date+14.1%

−9.8%Worst drop · 1Y−8.5%

13.5%Volatility · 1Y12.2%

0.9%Yield0.9%

$10.3BAssets$87.6B

3–0DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGC, DFAC

Today

0.05%lowest, MGC

FundExpense ratioFee$10k

MGC0.05%$5

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MGC, DFAC

0.94%highest, MGC

FundTrailing yieldYield$10k

MGC0.94%$94

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$89most kept, MGC

MGC$94 − $5 = $89

DFAC$88 − $21 = $67

KeptFee

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

Overlap: MGC, DFAC

Today

54.1%most shared, MGC and DFAC

MGCDFAC

MGC—54.1%

DFAC54.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

MGCWorst drop−9.8%13.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MGCDFAC

+10.8%Year to date+14.1%

0.9%Yield0.9%

+10.8%Past year+16.0%

0.05%Fee0.21%

2–1DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026