LCF vs DFAC

ALCF

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common30.2%LCF and DFAC

LCF

DFAC

Touchstone US Large Cap Focused ETF · $67MDimensional - US Core Equity 2 ETF · $85.6B

+18.8%3 years · per year$16,757 · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

1.18%Expense ratio$118 · $21 on $10k · lower wins0.21%

0.51%12-mo yield$51 · $88 on $10k0.88%

−11.7%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins13.1%

0–5DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLCF · DFAC

8.6%AAPL5.9%

9.9%MSFT5.0%

6.6%NVDA4.9%

6.0%AMZN2.7%

Held in common30.2%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.51%	+1.9%	+7.9%	+11.2%	+18.8%	new	−11.7%	$67M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.51%	+1.9%	+7.9%	+11.2%	+18.8%	new	−11.7%	$67M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LCF vs DFAC

LCF

Touchstone US Large Cap Focused

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureLCFDFAC

Fee1.18%0.21%

Cost on $10k a year$118$21

Yield0.51%0.88%

5 years, per year[…]+11.0%

3 years, per year+18.8%+21.2%

Worst drop · 1Y−11.7%−8.5%

Volatility · 1Y13.8%13.1%

5–0measures won
DFAC first

30.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LCF, DFAC, IWF, VUG

Today

78.1%most shared, IWF and VUG

LCFDFACIWFVUG

LCF—30.2%39.1%45.0%

DFAC30.2%—40.3%35.8%

IWF39.1%40.3%—78.1%

VUG45.0%35.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

LCF$51 − $118 = −$67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee