DFAC vs IWB

ADFAC

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · DFAC $17,417

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common72.7%DFAC and IWB

DFAC

IWB

Dimensional - US Core Equity 2 ETF · $87.6BiShares Russell 1000 ETF · $47.8B

+23.2%3 years · per year$18,682 · $19,023+23.9%

+11.7%5 years · per year$17,417 · $17,459+11.8%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.87%12-mo yield$87 · $91 on $10k0.91%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · IWB

5.6%AAPL6.9%

5.3%NVDA6.9%

4.8%MSFT5.5%

2.6%AMZN3.5%

Held in common72.7%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ADFAC	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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ADFAC	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

DFAC vs IWB

DFAC

Dimensional - US Core Equity 2

$17,417

IWB

iShares Russell 1000

$17,459

MeasureDFACIWB

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.87%0.91%

5 years, per year+11.7%+11.8%

3 years, per year+23.2%+23.9%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%12.9%

3–2measures won
IWB first

72.7%

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: DFAC, IWB

Today

72.7%most shared, DFAC and IWB

DFACIWB

DFAC—72.7%

IWB72.7%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DFAC$87 − $21 = $66

KeptFee

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