BLCR vs DFAC

ABLCR

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common31.3%BLCR and DFAC

BLCR

DFAC

iShares Large Cap Core Active ETF · $9.7BDimensional - US Core Equity 2 ETF · $87.6B

+26.0%3 years · per year$20,016 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

0.33%12-mo yield$33 · $87 on $10k0.87%

−10.2%Worst dropSmaller wins−8.5%

17.5%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLCR · DFAC

6.7%NVDA5.3%

6.7%MSFT4.8%

4.7%AAPL5.6%

5.9%AMZN2.6%

Held in common31.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ABLCR	iShares Large Cap Core Active ETFRead Desk		0.38%	0.33%	+1.2%	+15.0%	+16.9%	+26.0%	new	−10.2%	$9.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ABLCR	iShares Large Cap Core Active ETFRead Desk		0.38%	0.33%	+1.2%	+15.0%	+16.9%	+26.0%	new	−10.2%	$9.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLCR vs DFAC

BLCR

iShares Large Cap Core Active

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureBLCRDFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield0.33%0.87%

5 years, per year[…]+11.7%

3 years, per year+26.0%+23.2%

Worst drop · 1Y−10.2%−8.5%

Volatility · 1Y17.5%12.3%

4–1measures won
DFAC first

31.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BLCR, DFAC

Today

31.3%most shared, BLCR and DFAC

BLCRDFAC

BLCR—31.3%

DFAC31.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

BLCR$33 − $38 = −$5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee