USMC vs DFAC

AUSMC

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · DFAC $16,526

Lowest cost0.12%USMC · $12 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common34.2%USMC and DFAC

USMC

DFAC

Principal U.S. Mega-Cap ETF · $4.9BDimensional - US Core Equity 2 ETF · $89.2B

+21.1%3 years · per year$17,754 · $17,812+21.2%

+12.4%5 years · per year$17,953 · $16,526+10.6%

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

0.78%12-mo yield$78 · $90 on $10k0.90%

−10.0%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMC · DFAC

7.7%AAPL5.8%

7.3%NVDA5.1%

6.2%MSFT5.0%

3.9%AMZN2.7%

Held in common34.2%

End-of-day Nov 5, 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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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

$17,953

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureUSMCDFAC

Fee0.12%0.21%

Cost on $10k a year$12$21

Yield0.78%0.90%

5 years, per year+12.4%+10.6%

3 years, per year+21.1%+21.2%

Worst drop · 1Y−10.0%−8.5%

Volatility · 1Y13.6%12.9%

4–2measures won
DFAC first

34.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMC, DFAC, IWF

Today

51.2%most shared, USMC and IWF

USMCDFACIWF

USMC—34.2%51.2%

DFAC34.2%—40.8%

IWF51.2%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

USMC$78 − $12 = $66

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee