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ATOPT

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,443DFAC · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common32.5%TOPT and DFAC

iShares Top 20 U.S. Stocks ETF · $715MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $17,599+20.7%

[…]5 years · per year[…] · $16,443+10.5%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.37%12-mo yield$37 · $88 on $10k0.88%

Cards for this view

TOPT

iShares Top 20 U.S. Stocks

[…]

DFAC

Dimensional - US Core Equity 2

$16,443

MeasureTOPTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.37%0.88%

5 years, per year[…]+10.5%

3 years, per year[…]+20.7%

Worst drop · 1Y−12.5%−8.5%

Volatility · 1Y16.4%13.1%

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1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	0.0%	+18.0%	+19.2%	+17.1%	+4.8%	−9.7%	$105.8B
4	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	−0.6%	+7.9%	+7.1%	new	new	−12.5%	$715M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	0.0%	+18.0%	+19.2%	+17.1%	+4.8%	−9.7%	$105.8B
4	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	−0.6%	+7.9%	+7.1%	new	new	−12.5%	$715M