MGC vs DFAC

AMGC

BDFAC

Measures won4–2MGC wins · of 6 · 5Y

$10,000 · 5Y$18,549MGC · DFAC $17,417

Lowest cost0.05%MGC · $5 on $10k

Most income0.92%MGC · $92 on $10k

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

Held in common54.2%MGC and DFAC

MGC

DFAC

Vanguard Morningstar Mega Cap ETF · $10.3BDimensional - US Core Equity 2 ETF · $87.6B

+25.1%3 years · per year$19,585 · $18,682+23.2%

+13.2%5 years · per year$18,549 · $17,417+11.7%

0.05%Expense ratio$5 · $21 on $10k · lower wins0.21%

0.92%12-mo yield$92 · $87 on $10k0.87%

−9.8%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.3%

4–2MGC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGC · DFAC

8.9%AAPL5.6%

9.6%NVDA5.3%

7.0%MSFT4.8%

4.5%AMZN2.6%

Held in common54.2%

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
2	BDFAC	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

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
2	BDFAC	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

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

MGC vs DFAC

MGC

Vanguard Morningstar Mega Cap

$18,549

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureMGCDFAC

Fee0.05%0.21%

Cost on $10k a year$5$21

Yield0.92%0.87%

5 years, per year+13.2%+11.7%

3 years, per year+25.1%+23.2%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y13.6%12.3%

3–2measures won
MGC first

54.2%

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: MGC, DFAC

Today

54.2%most shared, MGC and DFAC

MGCDFAC

MGC—54.2%

DFAC54.2%—

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

Income After Fees on $10,000

$87most kept, MGC

MGC$92 − $5 = $87

DFAC$87 − $21 = $66

KeptFee

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