DFAC vs MSLC

ADFAC

BMSLC

Measures won3–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income1.96%MSLC · $196 on $10k

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

Held in common66.2%DFAC and MSLC

DFAC

MSLC

Dimensional - US Core Equity 2 ETF · $87.7BMorgan Stanley Pathway Funds - Large Cap Equity ETF · $3.9B

+21.2%3 years · per year$17,787 · […][…]

+11.0%5 years · per year$16,820 · […][…]

0.21%Expense ratio$21 · $63 on $10k · lower wins0.63%

0.88%12-mo yield$88 · $196 on $10k1.96%

−8.5%Worst dropSmaller wins−9.3%

13.1%VolatilityLower wins13.4%

3–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · MSLC

5.9%AAPL6.2%

5.0%MSFT6.0%

4.9%NVDA6.3%

2.7%AMZN4.3%

Held in common66.2%

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	BMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.96%	+2.2%	+9.6%	+11.9%	new	new	−9.3%	$3.9B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	BMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.96%	+2.2%	+9.6%	+11.9%	new	new	−9.3%	$3.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs MSLC

DFAC

Dimensional - US Core Equity 2

$16,820

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

MeasureDFACMSLC

Fee0.21%0.63%

Cost on $10k a year$21$63

Yield0.88%1.96%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%−9.3%

Volatility · 1Y13.1%13.4%

3–1measures won
DFAC first

66.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, MSLC

Today

66.2%most shared, DFAC and MSLC

DFACMSLC

DFAC—66.2%

MSLC66.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, MSLC

MSLC$196 − $63 = $133

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee