MOAT vs DFAC

AMOAT

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · MOAT $16,653

Lowest cost0.21%DFAC · $21 on $10k

Most income1.19%MOAT · $119 on $10k

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

Held in common14.2%MOAT and DFAC

MOAT

DFAC

VanEck Morningstar Wide Moat ETF · $12.3BDimensional - US Core Equity 2 ETF · $89.2B

+19.7%3 years · per year$17,137 · $18,682+23.2%

+10.7%5 years · per year$16,653 · $17,417+11.7%

0.46%Expense ratio$46 · $21 on $10k · lower wins0.21%

1.19%12-mo yield$119 · $87 on $10k0.87%

−12.4%Worst dropSmaller wins−8.5%

14.4%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOAT · DFAC

2.8%MSFT4.8%

2.3%NVDA5.3%

2.5%META1.9%

1.2%AMZN2.6%

Held in common14.2%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.19%	+3.4%	+13.9%	+18.1%	+19.7%	+10.7%	−12.4%	$12.3B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.19%	+3.4%	+13.9%	+18.1%	+19.7%	+10.7%	−12.4%	$12.3B

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

MOAT vs DFAC

MOAT

VanEck Morningstar Wide Moat

$16,654

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureMOATDFAC

Fee0.46%0.21%

Cost on $10k a year$46$21

Yield1.19%0.87%

5 years, per year+10.7%+11.7%

3 years, per year+19.7%+23.2%

Worst drop · 1Y−12.4%−8.5%

Volatility · 1Y14.4%12.3%

5–1measures won
DFAC first

14.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MOAT, DFAC

Today

14.2%most shared, MOAT and DFAC

MOATDFAC

MOAT—14.2%

DFAC14.2%—

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

Income After Fees on $10,000

$73most kept, MOAT

MOAT$119 − $46 = $73

DFAC$87 − $21 = $66

KeptFee

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