Compare · 2 funds side by side · dividends reinvested

DFAC and LCTO

DFACDimensional×LCTOKurv×

Versus in desk

02 / 03

IWD+0.4%

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Portfolio

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

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

DFAC and LCTO, 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%$87.4B1.0

Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETFUS Stock Styles · Large cap1.00%0.56%[…][…][…][…][…][…]$491K2.0

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

LCTO

DFAC

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

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

LCTOMeasureDFAC

[…]

More Ways to See the Pairs

LCTO vs DFAC: Top 5 Holdings

Today

LCTO

91.7%in top 5

DFAC

in top 519.9%

LCTOStockDFAC

37.6%IVVnot top 5

23.9%SMMUnot top 5

17.3%HYMBnot top 5

8.6%HYDnot top 5

not top 5AAPL5.9%

Cost, Income and Risk

Fees: DFAC, LCTO

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

LCTO1.00%$100

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

Yields: DFAC, LCTO

1Y

0.87%highest, DFAC

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+14.9%

[…]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%

1.00%Expense ratio$100 · $21 a year on $10k · lower is better0.21%

0.56%Trailing 12-mo yield$56 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer13.0%

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

0–2DFAC 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%

4.2%MUNInot top 5

not top 5AMZN2.8%

not top 5META2.0%

Held in common0.0%

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

LCTO vs DFAC Returns, Every Period

1Y

KurvLCTO

[…]

past year

DFACDimensional

+16.5%

past year

Returns […]

LCTODFACFaded: behind in that period

0–0Level

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

LCTO vs DFAC

YTD

KurvLCTO

[…]

DFACDimensional

+14.9%

[…]Year to date+14.9%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y13.0%

0.6%Yield0.9%

$491KAssets$87.4B

1–0DFAC wins

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

Yield

$10k

DFAC0.87%$87

LCTO0.56%$56

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

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

LCTO$56 − $100 = −$44

KeptFee

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

Overlap: DFAC, LCTO

Today

0.0%most shared, DFAC and LCTO

DFACLCTO

DFAC—0.0%

LCTO0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

LCTOWorst drop[…][…]

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAC and LCTO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two