Compare · 2 funds side by side · dividends reinvested

SGLC and DFAC

SGLCSummit Global Investments×DFACDimensional×

Versus in desk

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

02 / 04

SGLC and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$89.2B1.4

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+16.9%+19.6%+23.7%[…]−9.7%15.0%$229M1.6

Rank among the two1st → 2ndFee, 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: SGLC 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

SGI U.S. Large Cap Core ETF · $229M[…]

SGLC

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

SGLCMeasureDFAC

+16.9%Year to dateJan 1 → Nov 4+15.8%

+19.6%1 yearTotal return+17.7%

+23.7%3 years · per year$10,000 became $18,908 · $18,682+23.2%

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

0.85%Expense ratio$85 · $21 a year on $10k · lower is better0.21%

0.20%Trailing 12-mo yield$20 · $87 a year on $10k0.87%

−9.7%Worst dropSmaller is better−8.5%

15.0%VolatilityLower is calmer12.3%

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

3–4DFAC wins

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

More Ways to See the Pairs

SGLC vs DFAC: Top 5 Holdings

Today

SGLC

29.2%in top 5

DFAC

in top 520.1%

SGLCStockDFAC

8.1%NVDA5.3%

7.8%AAPL5.6%

6.2%MSFT4.8%

4.2%AMZN2.6%

2.9%GOOGLnot top 5

not top 5META1.9%

Held in common47.7%

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

SGLC vs DFAC Returns, Every Period

Summit Global InvestmentsSGLC

+19.6%

past year

DFACDimensional

+17.7%

past year

SGLCDFACFaded: behind in that period

3–0SGLC wins

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

SGLC vs DFAC

YTD

Summit Global InvestmentsSGLC

+16.9%

DFACDimensional

+15.8%

+16.9%Year to date+15.8%

−9.7%Worst drop · 1Y−8.5%

15.0%Volatility · 1Y12.3%

0.2%Yield0.9%

$229MAssets$89.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: SGLC, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SGLC0.85%$85

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

Yields: SGLC, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

SGLC0.20%$20

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SGLC$20 − $85 = −$65

KeptFee

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

Overlap: SGLC, DFAC

Today

47.7%most shared, SGLC and DFAC

SGLCDFAC

SGLC—47.7%

DFAC47.7%—

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

Return vs Bumpiness: 2 ETFs

+19.6%SGLC, at 15.0% volatility

DFACWorst drop−8.5%12.3% vol

SGLCWorst drop−9.7%15.0% vol

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

Paid More vs Made More

YTD

DFACSGLC

+15.8%Year to date+16.9%

0.9%Yield0.2%

+17.7%Past year+19.6%

0.21%Fee0.85%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026