DFAT vs IUSV

ADFAT

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV · DFAT $16,744

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common4.5%DFAT and IUSV

DFAT

IUSV

Dimensional - US Targeted Value ETF · $31.7BiShares Core S&P U.S. Value ETF · $28.4B

+20.0%3 years · per year$17,261 · $17,194+19.8%

+10.9%5 years · per year$16,744 · $17,624+12.0%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

1.31%12-mo yield$131 · $160 on $10k1.60%

−9.6%Worst dropSmaller wins−6.4%

14.3%VolatilityLower wins9.8%

1–5IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · IUSV

0.1%VTRS0.1%

0.1%PTC0.1%

0.4%PR0.1%

0.4%SWKS0.1%

Held in common4.5%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

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

DFAT vs IUSV

DFAT

Dimensional - US Targeted Value

$16,744

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureDFATIUSV

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield1.31%1.60%

5 years, per year+10.9%+12.0%

3 years, per year+20.0%+19.8%

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.3%9.8%

5–1measures won
IUSV first

4.5%

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: DFAT, IUSV

Today

4.5%most shared, DFAT and IUSV

DFATIUSV

DFAT—4.5%

IUSV4.5%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

DFAT$131 − $31 = $100

KeptFee

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