BROL vs DFAC5YBROLBROLAvsBDFACDFACBaron Risk Optimized Large Cap ETF · $303MDimensional - US Core Equity 2 ETF · $88.3BReturns · dividends in[…]3 years · per year[…] · $17,581+20.7%[…]5 years · per year[…] · $16,580+10.6%Cost and income0.45%Expense ratio$45 · $21 on $10k · lower wins0.21%0.00%12-mo yield$0 · $88 on $10k0.88%Risk · 1 year
Overlap: BROL, DFAC, IWFToday47.1%most shared, BROL and IWFBROLDFACIWFBROL—29.3%47.1%DFAC29.3%—40.4%IWF47.1%40.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
BROL vs DFAC5YABROLBaron Risk Optimized Large Cap[…]vsDFACBDimensional - US Core Equity 2$16,580MeasureBROLDFACFee0.45%0.21%Cost on $10k a year$45$21Yield0.00%0.88%5 years, per year[…]+10.6%3 years, per year[…]+20.7%Worst drop · 1Y[…]−8.5%Volatility · 1Y[…]13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$88.3B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3ABROLBaron Risk Optimized Large Cap ETFReadDesk0.45%0.00%−0.8%newnewnewnew[…]$303MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$88.3B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3ABROLBaron Risk Optimized Large Cap ETFReadDesk0.45%0.00%−0.8%newnewnewnew[…]$303MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: BROL, DFAC, IWFToday47.1%most shared, BROL and IWFBROLDFACIWFBROL—29.3%47.1%DFAC29.3%—40.4%IWF47.1%40.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$67most kept, DFACDFAC$88 − $21 = $67IWF$37 − $18 = $19BROL$0 − $45 = −$45KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee