DFAC vs IWL

ADFAC

BIWL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,089IWL · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common57.5%DFAC and IWL

DFAC

IWL

Dimensional - US Core Equity 2 ETF · $87.6BiShares Russell Top 200 ETF · $2.2B

+23.0%3 years · per year$18,595 · $19,316+24.5%

+11.2%5 years · per year$16,976 · $18,089+12.6%

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

0.88%12-mo yield$88 · $85 on $10k0.85%

−8.5%Worst dropSmaller wins−9.8%

12.2%VolatilityLower wins13.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IWL

5.7%AAPL8.9%

5.2%NVDA8.5%

4.7%MSFT6.9%

2.5%AMZN4.2%

Held in common57.5%

End-of-day Nov 3, 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	BIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.85%	+0.4%	+10.2%	+10.2%	+24.5%	+12.6%	−9.8%	$2.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

All Three

5Y3 funds

#
1	BIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.85%	+0.4%	+10.2%	+10.2%	+24.5%	+12.6%	−9.8%	$2.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

Cards for this view

DFAC vs IWL

DFAC

Dimensional - US Core Equity 2

$16,976

IWL

iShares Russell Top 200

$18,089

MeasureDFACIWL

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.88%0.85%

5 years, per year+11.2%+12.6%

3 years, per year+23.0%+24.5%

Worst drop · 1Y−8.5%−9.8%

Volatility · 1Y12.2%13.3%

3–2measures won
IWL first

57.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAC, IWL, VTV

Today

57.5%most shared, DFAC and IWL

DFACIWLVTV

DFAC—57.5%38.0%

IWL57.5%—40.4%

VTV38.0%40.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWL$85 − $15 = $70

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee