Compare · 2 funds side by side · dividends reinvested

DFAC and LCTU

DFACDimensional×LCTUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,820DFAC · best of the two

02 / 04

DFAC and LCTU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.1

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%0.98%+9.8%+11.8%+21.1%+10.4%−9.4%13.8%$1.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · LCTU 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B$16,382

LCTU

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

LCTUMeasureDFAC

+9.8%Year to dateJan 1 → Nov 9+14.1%

+11.8%1 yearTotal return+17.7%

+21.1%3 years · per year$10,000 became $17,777 · $17,787+21.2%

+10.4%5 years · per year$10,000 became $16,382 · $16,820+11.0%

0.30%Expense ratio$30 · $21 a year on $10k · lower is better0.21%

0.98%Trailing 12-mo yield$98 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

13.8%VolatilityLower is calmer13.1%

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

1–7DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCTU vs DFAC: Top 5 Holdings

Today

LCTU

25.3%in top 5

DFAC

in top 520.4%

LCTUStockDFAC

7.7%AAPL5.9%

6.8%NVDA4.9%

5.4%MSFT5.0%

3.3%AMZN2.7%

2.1%GOOGLnot top 5

not top 5META1.9%

Held in common55.3%

End-of-day Nov 9, 2026 · share of each fund

LCTU vs DFAC Returns, Every Period

iSharesLCTU

+10.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

LCTUDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LCTU vs DFAC

YTD

iSharesLCTU

+9.8%

DFACDimensional

+14.1%

+9.8%Year to date+14.1%

−9.4%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y13.1%

1.0%Yield0.9%

$1.2BAssets$87.7B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, LCTU

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

LCTU0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, LCTU

0.98%highest, LCTU

FundTrailing yieldYield$10k

LCTU0.98%$98

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, LCTU

LCTU$98 − $30 = $68

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, LCTU

Today

55.3%most shared, DFAC and LCTU

DFACLCTU

DFAC—55.3%

LCTU55.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

LCTUWorst drop−9.4%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LCTUDFAC

+9.8%Year to date+14.1%

1.0%Yield0.9%

+11.8%Past year+17.7%

0.30%Fee0.21%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026