DFAC vs LCF

ADFAC

BLCF

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common30.3%DFAC and LCF

DFAC

LCF

Dimensional - US Core Equity 2 ETF · $85.7BTouchstone US Large Cap Focused ETF · $67M

+21.2%3 years · per year$17,812 · $16,832+19.0%

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

0.21%Expense ratio$21 · $118 on $10k · lower wins1.18%

0.90%12-mo yield$90 · $52 on $10k0.52%

−8.5%Worst dropSmaller wins−11.7%

12.9%VolatilityLower wins13.7%

5–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · LCF

5.8%AAPL8.5%

5.1%NVDA6.9%

5.0%MSFT10.1%

2.7%AMZN6.0%

Held in common30.3%

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

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$67M

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

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$67M

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

Cards for this view

DFAC vs LCF

DFAC

Dimensional - US Core Equity 2

$16,526

LCF

Touchstone US Large Cap Focused

[…]

MeasureDFACLCF

Fee0.21%1.18%

Cost on $10k a year$21$118

Yield0.90%0.52%

5 years, per year+10.6%[…]

3 years, per year+21.2%+19.0%

Worst drop · 1Y−8.5%−11.7%

Volatility · 1Y12.9%13.7%

5–0measures won
DFAC first

30.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: DFAC, LCF, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACLCFIWFVUG

DFAC—30.3%40.8%36.2%

LCF30.3%—39.0%45.3%

IWF40.8%39.0%—78.0%

VUG36.2%45.3%78.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

LCF$52 − $118 = −$67

KeptFee

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