Compare · 2 funds side by side · dividends reinvested

DLCU and VUG

DLCUDimensional×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 03

DLCU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.0

Dimensional US Large Company ETFUS Stock Styles · Large cap0.09%0.18%[…][…][…][…][…][…]$13.8B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DLCU 1999 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Company ETF · $13.8B[…]

DLCU

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 54.6% in common

DLCUMeasureVUG

[…]Year to dateJan 1 → Nov 6+1.4%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.18%Trailing 12-mo yield$18 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

0–2VUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DLCU vs VUG: Top 5 Holdings

Today

DLCU

27.7%in top 5

VUG

in top 545.2%

DLCUStockVUG

6.9%NVDA13.5%

7.9%AAPL12.5%

6.3%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common54.6%

End-of-day Nov 6, 2026 · share of each fund

DLCU vs VUG Returns, Every Period

DimensionalDLCU

[…]

past year

VUGVanguard

+0.2%

past year

Returns […]

DLCUVUGFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DLCU vs VUG

YTD

DimensionalDLCU

[…]

VUGVanguard

+1.4%

[…]Year to date+1.4%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.0%

0.2%Yield0.4%

$13.8BAssets$233B

1–0VUG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLCU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DLCU0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DLCU, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

DLCU0.18%$18

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

DLCU$18 − $9 = $9

KeptFee

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

Overlap: DLCU, VUG

Today

54.6%most shared, DLCU and VUG

DLCUVUG

DLCU—54.6%

VUG54.6%—

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

Return vs Bumpiness: 2 ETFs

+0.2%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

DLCUWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026