DFAC vs IWD

ADFAC

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · DFAC $16,820

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common60.1%DFAC and IWD

DFAC

IWD

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

+21.2%3 years · per year$17,787 · $18,456+22.7%

+11.0%5 years · per year$16,820 · $17,456+11.8%

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

0.88%12-mo yield$88 · $134 on $10k1.34%

−8.5%Worst dropSmaller wins−6.8%

13.1%VolatilityLower wins11.7%

0–6IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IWD

5.9%AAPL6.0%

5.0%MSFT5.2%

2.7%AMZN6.1%

1.1%JPM2.4%

Held in common60.1%

End-of-day Nov 9, 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%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$16,820

IWD

iShares Russell 1000 Value

$17,456

MeasureDFACIWD

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.88%1.34%

5 years, per year+11.0%+11.8%

3 years, per year+21.2%+22.7%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y13.1%11.7%

6–0measures won
IWD first

60.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, IWD, VO

Today

60.1%most shared, DFAC and IWD

DFACIWDVO

DFAC—60.1%19.6%

IWD60.1%—21.3%

VO19.6%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee