Compare · 3 funds side by side · dividends reinvested

LRGF, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,380LRGF · best of the three

02 / 04

LRGF, DFAC and IJH, 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%$85.6B1.8

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.07%+11.5%+12.9%+22.5%+12.9%−8.7%13.7%$3.6B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.3

Rank among the three1st → 3rdFee, 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: LRGF 2015 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$18,380

LRGF

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

LRGFMeasureDFAC

+11.5%Year to dateJan 1 → Nov 9+14.1%

+12.9%1 yearTotal return+17.7%

+22.5%3 years · per year$10,000 became $18,376 · $17,787+21.2%

+12.9%5 years · per year$10,000 became $18,380 · $16,820+11.0%

0.08%Expense ratio$8 · $21 a year on $10k · lower is better0.21%

1.07%Trailing 12-mo yield$107 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

13.7%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

LRGF vs DFAC: Top 5 Holdings

Today

LRGF

26.3%in top 5

DFAC

in top 520.4%

LRGFStockDFAC

7.3%AAPL5.9%

6.6%NVDA4.9%

5.6%MSFT5.0%

3.4%GOOGnot top 5

3.4%AMZN2.7%

not top 5META1.9%

Held in common55.8%

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

LRGF vs DFAC Returns, Every Period

iSharesLRGF

+12.9%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

LRGFDFACFaded: behind in that period

2–2Level

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

LRGF vs IJH

YTD

iSharesLRGF

+11.5%

IJHiShares

+13.6%

+11.5%Year to date+13.6%

−8.7%Worst drop · 1Y−8.8%

13.7%Volatility · 1Y15.8%

1.1%Yield1.2%

$3.6BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: LRGF, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

LRGF0.08%$8

DFAC0.21%$21

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

Yields: LRGF, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

LRGF1.07%$107

DFAC0.88%$88

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

LRGF$107 − $8 = $99

DFAC$88 − $21 = $67

KeptFee

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

Overlap: LRGF, DFAC, IJH

Today

55.8%most shared, LRGF and DFAC

LRGFDFACIJH

LRGF—55.8%6.0%

DFAC55.8%—11.4%

IJH6.0%11.4%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

LRGFWorst drop−8.7%13.7% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

IJHDFAC

+13.6%Year to date+14.1%

1.2%Yield0.9%

+17.5%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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