SGLC vs DFAC

ASGLC

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common47.7%SGLC and DFAC

SGLC

DFAC

SGI U.S. Large Cap Core ETF · $229MDimensional - US Core Equity 2 ETF · $89.2B

+23.7%3 years · per year$18,908 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.85%Expense ratio$85 · $21 on $10k · lower wins0.21%

0.20%12-mo yield$20 · $87 on $10k0.87%

−9.7%Worst dropSmaller wins−8.5%

15.0%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSGLC · DFAC

7.8%AAPL5.6%

8.1%NVDA5.3%

6.2%MSFT4.8%

4.2%AMZN2.6%

Held in common47.7%

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	ASGLC	SGI U.S. Large Cap Core ETFRead Desk		0.85%	0.20%	+1.4%	+16.9%	+19.6%	+23.7%	new	−9.7%	$229M

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	ASGLC	SGI U.S. Large Cap Core ETFRead Desk		0.85%	0.20%	+1.4%	+16.9%	+19.6%	+23.7%	new	−9.7%	$229M

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

SGLC vs DFAC

SGLC

SGI U.S. Large Cap Core

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSGLCDFAC

Fee0.85%0.21%

Cost on $10k a year$85$21

Yield0.20%0.87%

5 years, per year[…]+11.7%

3 years, per year+23.7%+23.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y15.0%12.3%

4–1measures won
DFAC first

47.7%

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: SGLC, DFAC

Today

47.7%most shared, SGLC and DFAC

SGLCDFAC

SGLC—47.7%

DFAC47.7%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SGLC$20 − $85 = −$65

KeptFee

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