LRGF vs DFAC

ALRGF

BDFAC

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,380LRGF · DFAC $16,820

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common55.8%LRGF and DFAC

LRGF

DFAC

iShares U.S. Equity Factor ETF · $3.6BDimensional - US Core Equity 2 ETF · $85.6B

+22.5%3 years · per year$18,376 · $17,787+21.2%

+12.9%5 years · per year$18,380 · $16,820+11.0%

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

1.07%12-mo yield$107 · $88 on $10k0.88%

−8.7%Worst dropSmaller wins−8.5%

13.7%VolatilityLower wins13.1%

4–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · DFAC

7.3%AAPL5.9%

5.6%MSFT5.0%

6.6%NVDA4.9%

3.4%AMZN2.7%

Held in common55.8%

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 Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

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

LRGF vs DFAC

LRGF

iShares U.S. Equity Factor

$18,380

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureLRGFDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.07%0.88%

5 years, per year+12.9%+11.0%

3 years, per year+22.5%+21.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y13.7%13.1%

4–2measures won
LRGF first

55.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: LRGF, DFAC, IJH

Today

55.8%most shared, LRGF and DFAC

LRGFDFACIJH

LRGF—55.8%6.0%

DFAC55.8%—11.4%

IJH6.0%11.4%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

LRGF$107 − $8 = $99

DFAC$88 − $21 = $67

KeptFee

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