Compare · 3 funds side by side · dividends reinvested

BLUC, DFAC and VUG

BLUCBluemonte×DFACDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

BLUC, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.3

Bluemonte Large Cap Core ETFUS Stock Styles · Large cap0.28%0.48%+10.0%+9.9%[…][…]−10.7%15.2%$371M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: BLUC 2025 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Large Cap Core ETF · $371M[…]

BLUC

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUC

More Ways to See the Pairs

BLUC vs DFAC: Top 5 Holdings

Today

BLUC

99.2%in top 5

DFAC

in top 519.9%

BLUCStockDFAC

40.5%SPYMnot top 5

33.6%VUGnot top 5

20.0%MLRGnot top 5

not top 5AAPL5.9%

5.2%VTVnot top 5

Cost, Income and Risk

Fees: BLUC, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

BLUC0.28%$28

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BLUC, DFAC, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAC

+10.0%Year to dateJan 1 → Nov 11+14.9%

+9.9%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,728+21.0%

[…]5 years · per year$10,000 became […] · $16,748+10.9%

0.28%Expense ratio$28 · $21 a year on $10k · lower is better0.21%

0.48%Trailing 12-mo yield$48 · $87 a year on $10k0.87%

−10.7%Worst dropSmaller is better−8.5%

15.2%VolatilityLower is calmer13.0%

BLUCDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT4.9%

not top 5NVDA4.4%

not top 5AMZN2.8%

not top 5META2.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

BLUC vs DFAC Returns, Every Period

1Y

BluemonteBLUC

+9.9%

past year

DFACDimensional

+16.5%

past year

BLUCDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BLUC vs DFAC

YTD

BluemonteBLUC

+10.0%

DFACDimensional

+14.9%

+10.0%Year to date+14.9%

−10.7%Worst drop · 1Y−8.5%

15.2%Volatility · 1Y13.0%

0.5%Yield0.9%

$371MAssets$87.4B

4–0DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

BLUC0.48%$48

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

BLUC$48 − $28 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BLUC, DFAC, VUG

Today

35.6%most shared, DFAC and VUG

BLUCDFACVUG

BLUC—0.0%0.0%

DFAC0.0%—35.6%

VUG0.0%35.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

BLUCWorst drop−10.7%15.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACBLUC

+14.9%Year to date+10.0%

0.9%Yield0.5%

+16.5%Past year+9.9%

0.21%Fee0.28%

4–0DFAC wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BLUC, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three