LRGF vs DFAC

ALRGF

BDFAC

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,524LRGF · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%LRGF · $107 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 · $87.6B

+24.4%3 years · per year$19,242 · $18,595+23.0%

+13.1%5 years · per year$18,524 · $16,976+11.2%

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%

12.8%VolatilityLower wins12.2%

4–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · DFAC

7.2%AAPL5.7%

7.0%NVDA5.2%

5.4%MSFT4.7%

3.0%AMZN2.5%

Held in common55.8%

End-of-day Nov 3, 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%	+0.5%	+11.7%	+11.0%	+24.4%	+13.1%	−8.7%	$3.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

End-of-day Nov 3, 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%	+0.5%	+11.7%	+11.0%	+24.4%	+13.1%	−8.7%	$3.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

End-of-day Nov 3, 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

$18,524

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureLRGFDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.07%0.88%

5 years, per year+13.1%+11.2%

3 years, per year+24.4%+23.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y12.8%12.2%

4–2measures won
LRGF first

55.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: LRGF, DFAC, VOO

Today

67.5%most shared, LRGF and VOO

LRGFDFACVOO

LRGF—55.8%67.5%

DFAC55.8%—67.3%

VOO67.5%67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

LRGF$107 − $8 = $99

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee