MLRG vs DFAC

AMLRG

BDFAC

Measures won2–0MLRG wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.03%MLRG · $3 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common69.2%MLRG and DFAC

MLRG

DFAC

iShares MSCI USA ETF · $1.3BDimensional - US Core Equity 2 ETF · $85.6B

[…]3 years · per year[…] · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.02%12-mo yield$102 · $90 on $10k0.90%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.9%

2–0MLRG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLRG · DFAC

8.0%AAPL5.9%

6.0%MSFT5.0%

6.6%NVDA4.8%

4.0%AMZN2.7%

Held in common69.2%

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.02%	+0.1%	new	new	new	new	[…]	$1.3B

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.02%	+0.1%	new	new	new	new	[…]	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLRG vs DFAC

MLRG

iShares MSCI USA

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureMLRGDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.02%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.9%

2–0measures won
MLRG first

69.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MLRG, DFAC, IJH

Today

69.2%most shared, MLRG and DFAC

MLRGDFACIJH

MLRG—69.2%0.7%

DFAC69.2%—11.4%

IJH0.7%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MLRG$102 − $3 = $99

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee