USMC vs DFAC

AUSMC

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: USMC, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

USMCDFACVOO

USMC—34.2%50.1%

DFAC34.2%—67.8%

VOO50.1%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

USMC$78 − $12 = $66

KeptFee

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