Compare · 3 funds side by side · dividends reinvested

USMC, DFAC and VOO

USMCPrincipal×DFACDimensional×VOOVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,328USMC · best of the three

Story of the three · IncomeMost incomeVOO · 1.08% · $108 a year on $10k

Story of the three · RiskSmallest drop

USMC, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.4B1.9

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.75%+8.9%+10.0%+20.9%+12.9%−10.0%13.8%$4.9B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: USMC 2017 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

USMC

Principal U.S. Mega-Cap ETF · $4.9B$18,328

$10,000 five years ago, dividends reinvested · they hold 33.8% in common

DFAC

More Ways to See the Pairs

DFAC vs USMC: Top 5 Holdings

Today

DFAC

20.2%in top 5

USMC

in top 531.6%

DFACStockUSMC

5.9%AAPL7.9%

4.6%NVDA6.6%

5.0%MSFT6.2%

not top 5MA5.5%

not top 5COST

Cost, Income and Risk

Fees: USMC, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

USMC0.12%$12

DFAC0.21%$21

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

Yields: USMC, DFAC, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

USMC

+13.7%Year to dateJan 1 → Nov 10+8.9%

+16.9%1 yearTotal return+10.0%

+20.5%3 years · per year$10,000 became $17,492 · $17,686+20.9%

+10.8%5 years · per year$10,000 became $16,689 · $18,328+12.9%

0.21%Expense ratio$21 · $12 a year on $10k · lower is better0.12%

0.88%Trailing 12-mo yield$88 · $75 a year on $10k0.75%

−8.5%Worst dropSmaller is better−10.0%

13.0%VolatilityLower is calmer13.8%

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

5–3DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common33.8%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs USMC Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

USMCPrincipal

+12.9%

5 years, per year

DFACUSMCFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+13.7%

VOOVanguard

+10.9%

+13.7%Year to date+10.9%

−8.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

0.9%Yield1.1%

$87.4BAssets$1.00T

3–1DFAC wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.08%highest, VOO

FundTrailing yieldYield$10k

VOO1.08%$108

DFAC0.88%$88

USMC0.75%$75

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$105most kept, VOO

VOO$108 − $3 = $105

DFAC$88 − $21 = $67

USMC$75 − $12 = $63

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: USMC, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

USMCDFACVOO

USMC—33.8%49.5%

DFAC33.8%—67.3%

VOO49.5%67.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

VOOWorst drop−8.9%13.7% vol

USMCWorst drop−10.0%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+10.9%Year to date+13.7%

1.1%Yield0.9%

+13.1%Past year+16.9%

0.03%Fee0.21%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

USMC, DFAC and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three