MSLC vs DFAC

AMSLC

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income2.00%MSLC · $200 on $10k

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

Held in common66.2%MSLC and DFAC

MSLC

DFAC

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.1BDimensional - US Core Equity 2 ETF · $85.7B

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

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

0.63%Expense ratio$63 · $21 on $10k · lower wins0.21%

2.00%12-mo yield$200 · $90 on $10k0.90%

−9.3%Worst dropSmaller wins−8.5%

13.3%VolatilityLower wins12.9%

1–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSLC · DFAC

6.2%AAPL5.9%

6.1%MSFT5.0%

6.1%NVDA4.8%

4.3%AMZN2.7%

Held in common66.2%

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%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk	0.63%	2.00%	+0.4%	+7.2%	+8.2%	new	new	−9.3%	$4.1B

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%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk	0.63%	2.00%	+0.4%	+7.2%	+8.2%	new	new	−9.3%	$4.1B

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

MSLC vs DFAC

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureMSLCDFAC

Fee0.63%0.21%

Cost on $10k a year$63$21

Yield2.00%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y13.3%12.9%

3–1measures won
DFAC first

66.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: MSLC, DFAC, IWF

Today

66.2%most shared, MSLC and DFAC

MSLCDFACIWF

MSLC—66.2%51.2%

DFAC66.2%—40.2%

IWF51.2%40.2%—

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

Income After Fees on $10,000

$137most kept, MSLC

MSLC$200 − $63 = $137

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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