LGDX vs DFAC

ALGDX

BDFAC

Measures won0–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common51.7%LGDX and DFAC

LGDX

DFAC

Intech S&P Large Cap Diversified Alpha ETF · $141MDimensional - US Core Equity 2 ETF · $85.7B

[…]3 years · per year[…] · $17,812+21.2%

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

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

0.49%12-mo yield$50 · $90 on $10k0.90%

−9.0%Worst dropSmaller wins−8.5%

14.3%VolatilityLower wins12.9%

0–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLGDX · DFAC

5.7%AAPL5.8%

8.4%NVDA5.1%

4.5%MSFT5.0%

2.8%AMZN2.7%

Held in common51.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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

LGDX vs DFAC

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureLGDXDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield0.49%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y14.3%12.9%

4–0measures won
DFAC first

51.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: LGDX, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

LGDXDFACVOOVUG

LGDX—51.7%66.5%49.0%

DFAC51.7%—67.8%36.2%

VOO66.5%67.8%—58.2%

VUG49.0%36.2%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

LGDX$50 − $25 = $25

KeptFee

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