MCDS vs DFAC

AMCDS

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%MCDS · $104 on $10k

Smallest drop−7.5%MCDS · worst fall in 1Y

Held in common11.4%MCDS and DFAC

MCDS

DFAC

JPMorgan Fundamental Data Science Mid Core ETF · $8MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.35%Expense ratio$35 · $21 on $10k · lower wins0.21%

1.04%12-mo yield$104 · $90 on $10k0.90%

−7.5%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMCDS · DFAC

0.3%WDC0.3%

0.7%RCL0.2%

1.7%MPC0.2%

0.8%URI0.2%

Held in common11.4%

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	BDFAC	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk	0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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	BDFAC	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk	0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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

MCDS vs DFAC

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureMCDSDFAC

Fee0.35%0.21%

Cost on $10k a year$35$21

Yield1.04%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.5%−8.5%

Volatility · 1Y13.4%12.9%

2–2measures won
level

11.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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: MCDS, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

MCDSDFACIWF

MCDS—11.4%6.7%

DFAC11.4%—40.8%

IWF6.7%40.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

MCDS$104 − $35 = $69

IWF$39 − $18 = $21

KeptFee

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