Compare · 3 funds side by side · dividends reinvested

MLRG, DFAC and VUG

MLRGiShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

MLRG, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%0.98%[…][…][…][…][…][…]$1.3B1.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MLRG 2004 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 69.2% in common

MLRGMeasureDFAC

[…]Year to dateJan 1 → Nov 4+15.8%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

0.98%Trailing 12-mo yield$98 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.3%

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

2–0MLRG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLRG vs DFAC: Top 5 Holdings

Today

MLRG

26.7%in top 5

DFAC

in top 520.1%

MLRGStockDFAC

7.5%AAPL5.6%

7.3%NVDA5.3%

5.6%MSFT4.8%

3.7%AMZN2.6%

2.5%GOOGLnot top 5

not top 5META1.9%

Held in common69.2%

End-of-day Nov 4, 2026 · share of each fund

MLRG vs DFAC Returns, Every Period

iSharesMLRG

[…]

past year

DFACDimensional

+17.7%

past year

Returns […]

MLRGDFACFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MLRG vs DFAC

YTD

iSharesMLRG

[…]

DFACDimensional

+15.8%

[…]Year to date+15.8%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y12.3%

1.0%Yield0.9%

$1.3BAssets$87.6B

1–0MLRG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, DFAC, VUG

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

VUG0.03%$3

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MLRG, DFAC, VUG

0.98%highest, MLRG

FundTrailing yieldYield$10k

MLRG0.98%$98

DFAC0.87%$87

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$95most kept, MLRG

MLRG$98 − $3 = $95

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MLRG, DFAC, VUG

Today

69.2%most shared, MLRG and DFAC

MLRGDFACVUG

MLRG—69.2%55.3%

DFAC69.2%—36.1%

VUG55.3%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

MLRGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLRGDFAC

[…]Year to date+15.8%

1.0%Yield0.9%

[…]Past year+17.7%

0.03%Fee0.21%

2–0MLRG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026