Compare · 3 funds side by side · dividends reinvested

LRGC, DFAC and VTV

LRGCAlliance Bernstein×DFACDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

LRGC, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

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%$85.7B2.0

AB US Large Cap Strategic Equities ETFUS Stock Styles · Large cap0.39%0.54%+6.9%+8.2%+20.6%[…]−10.0%13.1%$1.4B3.0

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: LRGC 2023 · DFAC 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

AB US Large Cap Strategic Equities ETF · $1.4B[…]

LRGC

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 34.4% in common

LRGCMeasureDFAC

+6.9%Year to dateJan 1 → Nov 5+11.2%

+8.2%1 yearTotal return+14.3%

+20.6%3 years · per year$10,000 became $17,554 · $17,812+21.2%

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

0.39%Expense ratio$39 · $21 a year on $10k · lower is better0.21%

0.54%Trailing 12-mo yield$54 · $90 a year on $10k0.90%

−10.0%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer12.9%

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

0–7DFAC wins

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

More Ways to See the Pairs

LRGC vs DFAC: Top 5 Holdings

Today

LRGC

30.5%in top 5

DFAC

in top 520.5%

LRGCStockDFAC

7.2%NVDA5.1%

7.2%MSFT5.0%

6.0%AAPL5.8%

5.2%GOOGnot top 5

4.9%AMZN2.7%

not top 5META1.9%

Held in common34.4%

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

LRGC vs DFAC Returns, Every Period

Alliance BernsteinLRGC

+8.2%

past year

DFACDimensional

+14.3%

past year

LRGCDFACFaded: behind in that period

0–3DFAC wins

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

LRGC vs VTV

YTD

Alliance BernsteinLRGC

+6.9%

VTVVanguard

+19.0%

+6.9%Year to date+19.0%

−10.0%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.7%

0.5%Yield1.9%

$1.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: LRGC, DFAC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

LRGC0.39%$39

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

Yields: LRGC, DFAC, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFAC0.90%$90

LRGC0.54%$54

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

LRGC$54 − $39 = $15

KeptFee

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

Overlap: LRGC, DFAC, VTV

Today

37.7%most shared, DFAC and VTV

LRGCDFACVTV

LRGC—34.4%21.2%

DFAC34.4%—37.7%

VTV21.2%37.7%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

LRGCWorst drop−10.0%13.1% vol

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

Paid More vs Made More

YTD

VTVDFAC

+19.0%Year to date+11.2%

1.9%Yield0.9%

+24.0%Past year+14.3%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026