DFAC vs USMC

ADFAC

BUSMC

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common34.2%DFAC and USMC

DFAC

USMC

Dimensional - US Core Equity 2 ETF · $85.7BPrincipal U.S. Mega-Cap ETF · $5.0B

+21.2%3 years · per year$17,812 · $17,754+21.1%

+10.6%5 years · per year$16,526 · $17,953+12.4%

0.21%Expense ratio$21 · $12 on $10k · lower wins0.12%

0.90%12-mo yield$90 · $78 on $10k0.78%

−8.5%Worst dropSmaller wins−10.0%

12.9%VolatilityLower wins13.6%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · USMC

5.8%AAPL7.7%

5.1%NVDA7.3%

5.0%MSFT6.2%

2.7%AMZN3.9%

Held in common34.2%

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

All Three

5Y3 funds

#
1	BUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$5.0B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

All Three

5Y3 funds

#
1	BUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$5.0B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

Cards for this view

DFAC vs USMC

DFAC

Dimensional - US Core Equity 2

$16,526

USMC

Principal U.S. Mega-Cap

$17,953

MeasureDFACUSMC

Fee0.21%0.12%

Cost on $10k a year$21$12

Yield0.90%0.78%

5 years, per year+10.6%+12.4%

3 years, per year+21.2%+21.1%

Worst drop · 1Y−8.5%−10.0%

Volatility · 1Y12.9%13.6%

4–2measures won
DFAC first

34.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, USMC, VTV

Today

37.7%most shared, DFAC and VTV

DFACUSMCVTV

DFAC—34.2%37.7%

USMC34.2%—22.5%

VTV37.7%22.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

USMC$78 − $12 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee