MOAT vs DFAC

AMOAT

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%MOAT · $120 on $10k

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

Held in common13.9%MOAT and DFAC

MOAT

DFAC

VanEck Morningstar Wide Moat ETF · $11.9BDimensional - US Core Equity 2 ETF · $87.7B

+17.9%3 years · per year$16,383 · $17,787+21.2%

+10.2%5 years · per year$16,251 · $16,820+11.0%

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

1.20%12-mo yield$120 · $88 on $10k0.88%

−12.4%Worst dropSmaller wins−8.5%

14.8%VolatilityLower wins13.1%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMOAT · DFAC

2.8%MSFT5.0%

2.0%NVDA4.9%

2.4%META1.9%

1.2%AMZN2.7%

Held in common13.9%

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk	0.46%	1.20%	+2.4%	+13.0%	+18.8%	+17.9%	+10.2%	−12.4%	$11.9B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk	0.46%	1.20%	+2.4%	+13.0%	+18.8%	+17.9%	+10.2%	−12.4%	$11.9B

End-of-day Nov 9, 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

$16,251

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureMOATDFAC

Fee0.46%0.21%

Cost on $10k a year$46$21

Yield1.20%0.88%

5 years, per year+10.2%+11.0%

3 years, per year+17.9%+21.2%

Worst drop · 1Y−12.4%−8.5%

Volatility · 1Y14.8%13.1%

5–1measures won
DFAC first

13.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MOAT, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

MOATDFACVUG

MOAT—13.9%15.1%

DFAC13.9%—35.8%

VUG15.1%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, MOAT

MOAT$120 − $46 = $74

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee