USMC vs DFAC

AUSMC

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,971USMC · DFAC $17,417

Lowest cost0.12%USMC · $12 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common34.0%USMC and DFAC

USMC

DFAC

Principal U.S. Mega-Cap ETF · $4.9BDimensional - US Core Equity 2 ETF · $87.6B

+23.4%3 years · per year$18,806 · $18,682+23.2%

+13.7%5 years · per year$18,971 · $17,417+11.7%

0.12%Expense ratio$12 · $21 on $10k · lower wins0.21%

0.74%12-mo yield$74 · $87 on $10k0.87%

−10.0%Worst dropSmaller wins−8.5%

12.6%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · DFAC

7.4%AAPL5.6%

7.6%NVDA5.3%

5.9%MSFT4.8%

3.7%AMZN2.6%

Held in common34.0%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

USMC vs DFAC

USMC

Principal U.S. Mega-Cap

$18,971

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureUSMCDFAC

Fee0.12%0.21%

Cost on $10k a year$12$21

Yield0.74%0.87%

5 years, per year+13.7%+11.7%

3 years, per year+23.4%+23.2%

Worst drop · 1Y−10.0%−8.5%

Volatility · 1Y12.6%12.3%

3–3measures won
level

34.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USMC, DFAC

Today

34.0%most shared, USMC and DFAC

USMCDFAC

USMC—34.0%

DFAC34.0%—

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

USMC$74 − $12 = $62

KeptFee

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