DFAC vs LRGF

ADFAC

BLRGF

Measures won2–4LRGF wins · of 6 · 5Y

$10,000 · 5Y$17,963LRGF · DFAC $16,526

Lowest cost0.08%LRGF · $8 on $10k

Most income1.11%LRGF · $111 on $10k

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

Held in common56.1%DFAC and LRGF

DFAC

LRGF

Dimensional - US Core Equity 2 ETF · $89.2BiShares U.S. Equity Factor ETF · $3.7B

+21.2%3 years · per year$17,812 · $18,356+22.4%

+10.6%5 years · per year$16,526 · $17,963+12.4%

0.21%Expense ratio$21 · $8 on $10k · lower wins0.08%

0.90%12-mo yield$90 · $111 on $10k1.11%

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins13.6%

2–4LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · LRGF

5.8%AAPL7.2%

5.1%NVDA6.8%

5.0%MSFT5.7%

2.7%AMZN3.3%

Held in common56.1%

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 Three

5Y3 funds

#
1	BLRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	BLRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 LRGF

DFAC

Dimensional - US Core Equity 2

$16,526

LRGF

iShares U.S. Equity Factor

$17,964

MeasureDFACLRGF

Fee0.21%0.08%

Cost on $10k a year$21$8

Yield0.90%1.11%

5 years, per year+10.6%+12.4%

3 years, per year+21.2%+22.4%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%13.6%

4–2measures won
LRGF first

56.1%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, LRGF, IWF

Today

56.1%most shared, DFAC and LRGF

DFACLRGFIWF

DFAC—56.1%40.8%

LRGF56.1%—49.5%

IWF40.8%49.5%—

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

Income After Fees on $10,000

$103most kept, LRGF

LRGF$111 − $8 = $103

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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