DFAC vs MLRG

ADFAC

BMLRG

Measures won0–2MLRG wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.03%MLRG · $3 on $10k

Most income0.98%MLRG · $98 on $10k

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

Held in common69.2%DFAC and MLRG

DFAC

MLRG

Dimensional - US Core Equity 2 ETF · $87.6BiShares MSCI USA ETF · $1.3B

+23.2%3 years · per year$18,682 · […][…]

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

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $98 on $10k0.98%

−8.5%Worst dropSmaller wins[…]

12.3%VolatilityLower wins[…]

0–2MLRG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · MLRG

5.6%AAPL7.5%

5.3%NVDA7.3%

4.8%MSFT5.6%

2.6%AMZN3.7%

Held in common69.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BMLRG	iShares MSCI USA ETFRead Desk		0.03%	0.98%	+1.5%	new	new	new	new	[…]	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	BMLRG	iShares MSCI USA ETFRead Desk		0.03%	0.98%	+1.5%	new	new	new	new	[…]	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs MLRG

DFAC

Dimensional - US Core Equity 2

$17,417

MLRG

iShares MSCI USA

[…]

MeasureDFACMLRG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.87%0.98%

5 years, per year+11.7%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y12.3%[…]

2–0measures won
MLRG first

69.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, MLRG

Today

69.2%most shared, DFAC and MLRG

DFACMLRG

DFAC—69.2%

MLRG69.2%—

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

Income After Fees on $10,000

$95most kept, MLRG

MLRG$98 − $3 = $95

DFAC$87 − $21 = $66

KeptFee

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