LRGF vs DFAC

ALRGF

BDFAC

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%LRGF · $110 on $10k

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

Held in common55.7%LRGF and DFAC

LRGF

DFAC

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

+22.2%3 years · per year$18,250 · $17,722+21.0%

+12.5%5 years · per year$18,000 · $16,525+10.6%

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

1.10%12-mo yield$110 · $90 on $10k0.90%

−8.7%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.9%

4–2LRGF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLRGF · DFAC

7.4%AAPL5.9%

5.7%MSFT5.0%

6.4%NVDA4.8%

3.4%AMZN2.7%

Held in common55.7%

End-of-day Nov 6, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$18,000

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureLRGFDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.10%0.90%

5 years, per year+12.5%+10.6%

3 years, per year+22.2%+21.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y13.6%12.9%

4–2measures won
LRGF first

55.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: LRGF, DFAC, VOO, VUG

Today

67.3%most shared, DFAC and VOO

LRGFDFACVOOVUG

LRGF—55.7%66.4%45.9%

DFAC55.7%—67.3%35.7%

VOO66.4%67.3%—58.2%

VUG45.9%35.7%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

LRGF$110 − $8 = $102

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee