DFAC vs LCF

ADFAC

BLCF

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common30.1%DFAC and LCF

DFAC

LCF

Dimensional - US Core Equity 2 ETF · $85.6BTouchstone US Large Cap Focused ETF · $67M

+21.0%3 years · per year$17,722 · $16,628+18.5%

+10.6%5 years · per year$16,525 · […][…]

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

5.9%AAPL8.5%

5.0%MSFT10.1%

4.8%NVDA6.9%

2.7%AMZN6.0%

Held in common30.1%

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−0.1%	+5.9%	+7.7%	+18.5%	new	−11.7%	$67M

End-of-day Nov 6, 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%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−0.1%	+5.9%	+7.7%	+18.5%	new	−11.7%	$67M

End-of-day Nov 6, 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

$16,525

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+21.0%+18.5%

Worst drop · 1Y−8.5%−11.7%

Volatility · 1Y12.9%13.7%

5–0measures won
DFAC first

30.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, LCF, VUG, VO

Today

45.3%most shared, LCF and VUG

DFACLCFVUGVO

DFAC—30.1%35.7%19.7%

LCF30.1%—45.3%2.1%

VUG35.7%45.3%—10.2%

VO19.7%2.1%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

LCF$52 − $118 = −$66

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee