Compare · 3 funds side by side · dividends reinvested

LCDS, DFAC and VUG

LCDSJ.P. Morgan×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

LCDS, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.89%+9.1%+10.7%[…][…]−9.1%13.1%$16M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: LCDS 2024 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $16M[…]

LCDS

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

LCDSMeasureDFAC

+9.1%Year to dateJan 1 → Nov 5+11.2%

+10.7%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

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

0.89%Trailing 12-mo yield$89 · $90 a year on $10k0.90%

−9.1%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer12.9%

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

0–6DFAC wins

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

More Ways to See the Pairs

LCDS vs DFAC: Top 5 Holdings

Today

LCDS

31.6%in top 5

DFAC

in top 520.5%

LCDSStockDFAC

8.0%NVDA5.1%

7.8%AAPL5.8%

7.1%MSFT5.0%

4.5%AMZN2.7%

4.3%GOOGLnot top 5

not top 5META1.9%

Held in common40.7%

End-of-day Nov 5, 2026 · share of each fund

LCDS vs DFAC Returns, Every Period

J.P. MorganLCDS

+10.7%

past year

DFACDimensional

+14.3%

past year

LCDSDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LCDS vs DFAC

YTD

J.P. MorganLCDS

+9.1%

DFACDimensional

+11.2%

+9.1%Year to date+11.2%

−9.1%Worst drop · 1Y−8.5%

13.1%Volatility · 1Y12.9%

0.9%Yield0.9%

$16.4MAssets$89.2B

3–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

LCDS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LCDS, DFAC, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

LCDS0.89%$89

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

LCDS$89 − $30 = $59

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LCDS, DFAC, VUG

Today

49.1%most shared, LCDS and VUG

LCDSDFACVUG

LCDS—40.7%49.1%

DFAC40.7%—36.2%

VUG49.1%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

LCDSWorst drop−9.1%13.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACLCDS

+11.2%Year to date+9.1%

0.9%Yield0.9%

+14.3%Past year+10.7%

0.21%Fee0.30%

3–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026