Compare · 3 funds side by side · dividends reinvested

DFAC, LCTO and IWF

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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

DFAC, LCTO and IWF, 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%$87.4B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.0

Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETFUS Stock Styles · Large cap1.00%0.56%[…][…][…][…][…][…]$491K2.5

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: DFAC 2005 · LCTO 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAC

LCTO

Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF · $491K[…]

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

DFAC

More Ways to See the Pairs

DFAC vs LCTO: Top 5 Holdings

Today

DFAC

19.9%in top 5

LCTO

in top 591.7%

DFACStockLCTO

not top 5IVV37.6%

not top 5SMMU23.9%

not top 5HYMB17.3%

not top 5HYD8.6%

5.9%AAPLnot top 5

Cost, Income and Risk

Fees: DFAC, LCTO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

LCTO1.00%$100

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

Yields: DFAC, LCTO, IWF

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

LCTO

+14.9%Year to dateJan 1 → Nov 11[…]

+16.5%1 yearTotal return[…]

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

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

0.21%Expense ratio$21 · $100 a year on $10k · lower is better1.00%

0.87%Trailing 12-mo yield$87 · $56 a year on $10k0.56%

−8.5%Worst dropSmaller is better[…]

13.0%VolatilityLower is calmer[…]

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

2–0DFAC wins

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

4.9%MSFTnot top 5

4.4%NVDAnot top 5

not top 5MUNI4.2%

2.8%AMZNnot top 5

2.0%METAnot top 5

Held in common0.0%

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

DFAC vs LCTO Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

LCTOKurv

[…]

past year

Returns […]

DFACLCTOFaded: behind in that period

0–0Level

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

DFAC vs LCTO

YTD

DimensionalDFAC

+14.9%

LCTOKurv

[…]

+14.9%Year to date[…]

−8.5%Worst drop · 1Y[…]

13.0%Volatility · 1Y[…]

0.9%Yield0.6%

$87.4BAssets$491K

1–0DFAC wins

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

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

LCTO0.56%$56

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

LCTO$56 − $100 = −$44

KeptFee

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

Overlap: DFAC, LCTO, IWF

Today

40.2%most shared, DFAC and IWF

DFACLCTOIWF

DFAC—0.0%40.2%

LCTO0.0%—0.0%

IWF40.2%0.0%—

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

IWFWorst drop−14.6%19.6% vol

LCTOWorst drop[…][…]

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

Paid More vs Made More

YTD

DFACIWF

+14.9%Year to date−1.2%

0.9%Yield0.4%

+16.5%Past year−2.8%

0.21%Fee0.18%

3–1DFAC 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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DFAC, LCTO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three