USMC vs DFAC

AUSMC

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,961USMC · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common33.9%USMC and DFAC

USMC

DFAC

Principal U.S. Mega-Cap ETF · $4.7BDimensional - US Core Equity 2 ETF · $85.6B

+21.0%3 years · per year$17,711 · $17,722+21.0%

+12.4%5 years · per year$17,961 · $16,525+10.6%

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

0.77%12-mo yield$77 · $90 on $10k0.90%

−10.0%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMC · DFAC

8.0%AAPL5.9%

6.3%MSFT5.0%

7.0%NVDA4.8%

4.0%AMZN2.7%

Held in common33.9%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk	0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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

USMC vs DFAC

USMC

Principal U.S. Mega-Cap

$17,961

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureUSMCDFAC

Fee0.12%0.21%

Cost on $10k a year$12$21

Yield0.77%0.90%

5 years, per year+12.4%+10.6%

3 years, per year+21.0%+21.0%

Worst drop · 1Y−10.0%−8.5%

Volatility · 1Y13.7%12.9%

3–2measures won
DFAC first

33.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USMC, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

USMCDFACVTV

USMC—33.9%22.1%

DFAC33.9%—38.0%

VTV22.1%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

USMC$77 − $12 = $65

KeptFee

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