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$17,540MGC · 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%0.96%+7.6%+8.7%+22.9%+11.9%−9.8%14.4%$10.3B1.5

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%$89.2B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: MGC 2007 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

MGC

Vanguard Morningstar Mega Cap ETF · $10.3B$17,540

$10,000 five years ago, dividends reinvested · they hold 54.5% in common

DFACMeasureMGC

+11.2%Year to dateJan 1 → Nov 5+7.6%

+14.3%1 yearTotal return+8.7%

+21.2%3 years · per year$10,000 became $17,812 · $18,584+22.9%

+10.6%5 years · per year$10,000 became $16,526 · $17,540+11.9%

0.21%Expense ratio$21 · $5 a year on $10k · lower is better0.05%

0.90%Trailing 12-mo yield$90 · $96 a year on $10k0.96%

−8.5%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer14.4%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs MGC: Top 5 Holdings

Today

DFAC

20.5%in top 5

MGC

in top 533.8%

DFACStockMGC

5.1%NVDA9.6%

5.8%AAPL8.9%

5.0%MSFT7.0%

2.7%AMZN4.5%

not top 5GOOGL3.7%

1.9%METAnot top 5

Held in common54.5%

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

DFAC vs MGC Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

MGCVanguard

+11.9%

5 years, per year

DFACMGCFaded: behind in that period

2–2Level

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

DFAC vs MGC

YTD

DimensionalDFAC

+11.2%

MGCVanguard

+7.6%

+11.2%Year to date+7.6%

−8.5%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y14.4%

0.9%Yield1.0%

$89.2BAssets$10.3B

3–1DFAC wins

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

Yields: MGC, DFAC

0.96%highest, MGC

FundTrailing yieldYield$10k

MGC0.96%$96

DFAC0.90%$90

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

Income After Fees on $10,000

$91most kept, MGC

MGC$96 − $5 = $91

DFAC$90 − $21 = $69

KeptFee

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

Overlap: MGC, DFAC

Today

54.5%most shared, MGC and DFAC

MGCDFAC

MGC—54.5%

DFAC54.5%—

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

MGCWorst drop−9.8%14.4% vol

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

Paid More vs Made More

YTD

MGCDFAC

+7.6%Year to date+11.2%

1.0%Yield0.9%

+8.7%Past year+14.3%

0.05%Fee0.21%

2–2level

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