Compare · 3 funds side by side · dividends reinvested

LCTO, DFAC and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

LCTO, DFAC and VOO, 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%$89.2B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETFUS Stock Styles · Large cap1.00%0.58%[…][…][…][…][…][…]$490K3.0

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: LCTO 2026 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF · $490K[…]

LCTO

DFAC

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

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

LCTOMeasureDFAC

[…]Year to dateJan 1 → Nov 5+11.2%

[…]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%

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

0.58%Trailing 12-mo yield$58 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

0–2DFAC wins

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

More Ways to See the Pairs

LCTO vs DFAC: Top 5 Holdings

Today

LCTO

90.4%in top 5

DFAC

in top 520.5%

LCTOStockDFAC

37.6%IVVnot top 5

23.3%SMMUnot top 5

17.0%HYMBnot top 5

8.4%HYDnot top 5

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

4.1%MUNInot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

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

LCTO vs DFAC Returns, Every Period

KurvLCTO

[…]

past year

DFACDimensional

+14.3%

past year

Returns […]

LCTODFACFaded: behind in that period

0–0Level

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

Stocks vs Core: LCTO vs VOO

YTD

KurvLCTO

[…]

VOOVanguard

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

0.6%Yield1.1%

$490KAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: LCTO, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

LCTO1.00%$100

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

Yields: LCTO, DFAC, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

LCTO0.58%$58

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

LCTO$58 − $100 = −$42

KeptFee

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

Overlap: LCTO, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

LCTODFACVOO

LCTO—0.0%0.0%

DFAC0.0%—67.8%

VOO0.0%67.8%—

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

VOOWorst drop−8.9%13.5% vol

LCTOWorst drop[…][…]

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

Paid More vs Made More

YTD

VOODFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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