Compare · 3 funds side by side · dividends reinvested

USMC, DFAC and VUG

USMCPrincipal×DFACDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,512USMC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

USMC, 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%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.6

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+10.9%+9.8%+21.3%+13.1%−10.0%13.8%$4.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: USMC 2017 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

19.8%in top 5

VUG

in top 545.2%

DFACStockVUG

4.4%NVDA13.5%

5.9%AAPL12.5%

4.7%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: USMC, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMC0.12%$12

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USMC, DFAC, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VUG

+14.1%Year to dateJan 1 → Nov 12+4.9%

+15.4%1 yearTotal return+3.5%

+20.7%3 years · per year$10,000 became $17,581 · $18,215+22.1%

+10.6%5 years · per year$10,000 became $16,580 · $16,326+10.3%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.1%VolatilityLower is calmer19.1%

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

6–2DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common35.8%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs USMC

YTD

DimensionalDFAC

+14.1%

USMCPrincipal

+10.9%

+14.1%Year to date+10.9%

−8.5%Worst drop · 1Y−10.0%

13.1%Volatility · 1Y13.8%

0.9%Yield0.7%

$88.3BAssets$4.9B

4–0DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

USMC0.74%$74

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

USMC$74 − $12 = $62

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USMC, DFAC, VUG

Today

50.7%most shared, USMC and VUG

USMCDFACVUG

USMC—33.6%50.7%

DFAC33.6%—35.8%

VUG50.7%35.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

USMCWorst drop−10.0%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACUSMC

+14.1%Year to date+10.9%

0.9%Yield0.7%

+15.4%Past year+9.8%

0.21%Fee0.12%

3–1DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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USMC, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three