DFAC vs IWD

ADFAC

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · DFAC $16,525

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common60.3%DFAC and IWD

DFAC

IWD

Dimensional - US Core Equity 2 ETF · $85.6BiShares Russell 1000 Value ETF · $82.9B

+21.0%3 years · per year$17,722 · $18,455+22.7%

+10.6%5 years · per year$16,525 · $17,201+11.5%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $137 on $10k1.37%

−8.5%Worst dropSmaller wins−6.8%

12.9%VolatilityLower wins11.6%

0–6IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IWD

5.9%AAPL6.0%

5.0%MSFT5.3%

2.7%AMZN6.1%

1.2%JPM2.4%

Held in common60.3%

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 Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	ADFAC	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	ADFAC	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

DFAC vs IWD

DFAC

Dimensional - US Core Equity 2

$16,525

IWD

iShares Russell 1000 Value

$17,201

MeasureDFACIWD

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.90%1.37%

5 years, per year+10.6%+11.5%

3 years, per year+21.0%+22.7%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y12.9%11.6%

6–0measures won
IWD first

60.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, IWD, IJH

Today

60.3%most shared, DFAC and IWD

DFACIWDIJH

DFAC—60.3%11.4%

IWD60.3%—6.1%

IJH11.4%6.1%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWD$137 − $18 = $119

DFAC$90 − $21 = $69

KeptFee

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