LRGF vs DFAC

ALRGF

BDFAC

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · DFAC $17,417

Lowest cost0.08%LRGF · $8 on $10k

Most income1.06%LRGF · $106 on $10k

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

Held in common56.0%LRGF and DFAC

LRGF

DFAC

iShares U.S. Equity Factor ETF · $3.6BDimensional - US Core Equity 2 ETF · $87.6B

+24.5%3 years · per year$19,310 · $18,682+23.2%

+13.7%5 years · per year$19,018 · $17,417+11.7%

0.08%Expense ratio$8 · $21 on $10k · lower wins0.21%

1.06%12-mo yield$106 · $87 on $10k0.87%

−8.7%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

4–2LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · DFAC

6.9%AAPL5.6%

7.1%NVDA5.3%

5.4%MSFT4.8%

3.2%AMZN2.6%

Held in common56.0%

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

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

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

LRGF vs DFAC

LRGF

iShares U.S. Equity Factor

$19,018

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureLRGFDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.06%0.87%

5 years, per year+13.7%+11.7%

3 years, per year+24.5%+23.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y12.9%12.3%

4–2measures won
LRGF first

56.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRGF, DFAC

Today

56.0%most shared, LRGF and DFAC

LRGFDFAC

LRGF—56.0%

DFAC56.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, LRGF

LRGF$106 − $8 = $98

DFAC$87 − $21 = $66

KeptFee

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