MLRG vs DFAC

AMLRG

BDFAC

Measures won2–0MLRG wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%MLRG · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common69.5%MLRG and DFAC

MLRG

DFAC

iShares MSCI USA ETF · $1.3BDimensional - US Core Equity 2 ETF · $89.2B

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

[…]5 years · per year[…] · $16,526+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

7.5%AAPL5.8%

7.3%NVDA5.1%

5.6%MSFT5.0%

3.7%AMZN2.7%

Held in common69.5%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.02%	−4.2%	new	new	new	new	[…]	$1.3B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.02%	−4.2%	new	new	new	new	[…]	$1.3B

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

MLRG vs DFAC

MLRG

iShares MSCI USA

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

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[…]+21.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.9%

2–0measures won
MLRG first

69.5%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MLRG, DFAC, VTV

Today

69.5%most shared, MLRG and DFAC

MLRGDFACVTV

MLRG—69.5%43.2%

DFAC69.5%—37.7%

VTV43.2%37.7%—

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

MLRG$102 − $3 = $99

DFAC$90 − $21 = $69

KeptFee

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