DFAC vs MGC

ADFAC

BMGC

Measures won2–4MGC wins · of 6 · 5Y

$10,000 · 5Y$17,820MGC · DFAC $16,689

Lowest cost0.03%VUG · $3 on $10k

Most income0.94%MGC · $94 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common54.1%DFAC and MGC

DFAC

MGC

Dimensional - US Core Equity 2 ETF · $87.7BVanguard Morningstar Mega Cap ETF · $10.3B

+20.5%3 years · per year$17,492 · $18,306+22.3%

+10.8%5 years · per year$16,689 · $17,820+12.2%

0.21%Expense ratio$21 · $5 on $10k · lower wins0.05%

0.88%12-mo yield$88 · $94 on $10k0.94%

−8.5%Worst dropSmaller wins−9.8%

13.0%VolatilityLower wins14.5%

2–4MGC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · MGC

5.9%AAPL8.9%

5.0%MSFT7.0%

4.6%NVDA9.6%

2.7%AMZN4.5%

Held in common54.1%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BMGC	Vanguard Morningstar Mega Cap ETFRead Desk	0.05%	0.94%	−0.4%	+10.1%	+12.3%	+22.3%	+12.2%	−9.8%	$10.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BMGC	Vanguard Morningstar Mega Cap ETFRead Desk	0.05%	0.94%	−0.4%	+10.1%	+12.3%	+22.3%	+12.2%	−9.8%	$10.3B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs MGC

DFAC

Dimensional - US Core Equity 2

$16,689

MGC

Vanguard Morningstar Mega Cap

$17,820

MeasureDFACMGC

Fee0.21%0.05%

Cost on $10k a year$21$5

Yield0.88%0.94%

5 years, per year+10.8%+12.2%

3 years, per year+20.5%+22.3%

Worst drop · 1Y−8.5%−9.8%

Volatility · 1Y13.0%14.5%

3–2measures won
MGC first

54.1%

holdings shared

Nov 10, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: DFAC, MGC, IWF, VUG

Today

78.6%most shared, IWF and VUG

DFACMGCIWFVUG

DFAC—54.1%40.4%35.8%

MGC54.1%—64.1%64.8%

IWF40.4%64.1%—78.6%

VUG35.8%64.8%78.6%—

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

Income After Fees on $10,000

$89most kept, MGC

MGC$94 − $5 = $89

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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