DFAC vs IWB

ADFAC

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · DFAC $16,526

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common72.9%DFAC and IWB

DFAC

IWB

Dimensional - US Core Equity 2 ETF · $85.7BiShares Russell 1000 ETF · $46.4B

+21.2%3 years · per year$17,812 · $18,083+21.8%

+10.6%5 years · per year$16,526 · $16,543+10.6%

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

0.90%12-mo yield$90 · $95 on $10k0.95%

−8.5%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–3IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IWB

5.8%AAPL7.1%

5.1%NVDA6.6%

5.0%MSFT5.8%

2.7%AMZN3.6%

Held in common72.9%

End-of-day Nov 5, 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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

End-of-day Nov 5, 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

$16,526

IWB

iShares Russell 1000

$16,543

MeasureDFACIWB

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.90%0.95%

5 years, per year+10.6%+10.6%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.9%13.6%

3–2measures won
IWB first

72.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, IWB, IWF

Today

72.9%most shared, DFAC and IWB

DFACIWBIWF

DFAC—72.9%40.8%

IWB72.9%—55.4%

IWF40.8%55.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee