Compare · 3 funds side by side · dividends reinvested

MOAT, DFAC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

MOAT, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.5

VanEck Morningstar Wide Moat ETFUS Stock Styles · Large cap0.46%1.20%+13.0%+18.8%+17.9%+10.2%−12.4%14.8%$11.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: MOAT 2012 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Morningstar Wide Moat ETF · $11.9B$16,251

MOAT

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

MOATMeasureDFAC

+13.0%Year to dateJan 1 → Nov 9+14.1%

+18.8%1 yearTotal return+17.7%

+17.9%3 years · per year$10,000 became $16,383 · $17,787+21.2%

+10.2%5 years · per year$10,000 became $16,251 · $16,820+11.0%

0.46%Expense ratio$46 · $21 a year on $10k · lower is better0.21%

1.20%Trailing 12-mo yield$120 · $88 a year on $10k0.88%

−12.4%Worst dropSmaller is better−8.5%

14.8%VolatilityLower is calmer13.1%

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

2–6DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MOAT vs DFAC: Top 5 Holdings

Today

MOAT

14.5%in top 5

DFAC

in top 520.4%

MOATStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

3.0%TYLnot top 5

3.0%GEHCnot top 5

2.8%BRnot top 5

2.8%DHRnot top 5

2.8%ELnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common13.9%

End-of-day Nov 9, 2026 · share of each fund

MOAT vs DFAC Returns, Every Period

VanEckMOAT

+10.2%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

MOATDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MOAT vs DFAC

YTD

VanEckMOAT

+13.0%

DFACDimensional

+14.1%

+13.0%Year to date+14.1%

−12.4%Worst drop · 1Y−8.5%

14.8%Volatility · 1Y13.1%

1.2%Yield0.9%

$11.9BAssets$87.7B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MOAT, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

MOAT0.46%$46

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MOAT, DFAC, VUG

1.20%highest, MOAT

FundTrailing yieldYield$10k

MOAT1.20%$120

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, MOAT

MOAT$120 − $46 = $74

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MOAT, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

MOATDFACVUG

MOAT—13.9%15.1%

DFAC13.9%—35.8%

VUG15.1%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%MOAT, at 14.8% volatility

DFACWorst drop−8.5%13.1% vol

MOATWorst drop−12.4%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MOATDFAC

+13.0%Year to date+14.1%

1.2%Yield0.9%

+18.8%Past year+17.7%

0.46%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026