DFAC vs LRGC

ADFAC

BLRGC

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common34.2%DFAC and LRGC

DFAC

LRGC

Dimensional - US Core Equity 2 ETF · $89.2BAB US Large Cap Strategic Equities ETF · $1.4B

+23.2%3 years · per year$18,682 · $18,388+22.5%

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

0.21%Expense ratio$21 · $39 on $10k · lower wins0.39%

0.87%12-mo yield$87 · $52 on $10k0.52%

−8.5%Worst dropSmaller wins−10.0%

12.3%VolatilityLower wins12.5%

5–0DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · LRGC

5.6%AAPL5.8%

5.3%NVDA7.6%

4.8%MSFT6.9%

2.6%AMZN4.7%

Held in common34.2%

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

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BLRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.52%	+1.6%	+11.3%	+11.6%	+22.5%	new	−10.0%	$1.4B

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

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BLRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.52%	+1.6%	+11.3%	+11.6%	+22.5%	new	−10.0%	$1.4B

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

DFAC vs LRGC

DFAC

Dimensional - US Core Equity 2

$17,417

LRGC

AB US Large Cap Strategic Equities

[…]

MeasureDFACLRGC

Fee0.21%0.39%

Cost on $10k a year$21$39

Yield0.87%0.52%

5 years, per year+11.7%[…]

3 years, per year+23.2%+22.5%

Worst drop · 1Y−8.5%−10.0%

Volatility · 1Y12.3%12.5%

5–0measures won
DFAC first

34.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, LRGC, VUG

Today

41.6%most shared, LRGC and VUG

DFACLRGCVUG

DFAC—34.2%36.1%

LRGC34.2%—41.6%

VUG36.1%41.6%—

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

VUG$40 − $3 = $37

LRGC$52 − $39 = $13

KeptFee

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