DFAT vs IUSV

ADFAT

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · DFAT $15,924

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common4.4%DFAT and IUSV

DFAT

IUSV

Dimensional - US Targeted Value ETF · $31.1BiShares Core S&P U.S. Value ETF · $29.0B

+18.1%3 years · per year$16,470 · $16,360+17.8%

+9.8%5 years · per year$15,924 · $16,974+11.2%

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

1.35%12-mo yield$135 · $166 on $10k1.66%

−9.6%Worst dropSmaller wins−6.4%

14.6%VolatilityLower wins10.3%

1–5IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IUSV

0.4%SWKS0.1%

0.3%PR0.1%

0.5%SWK0.1%

0.7%BALL0.1%

Held in common4.4%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

DFAT vs IUSV

DFAT

Dimensional - US Targeted Value

$15,924

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureDFATIUSV

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield1.35%1.66%

5 years, per year+9.8%+11.2%

3 years, per year+18.1%+17.8%

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.6%10.3%

5–1measures won
IUSV first

4.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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: DFAT, IUSV, IWF

Today

24.3%most shared, IUSV and IWF

DFATIUSVIWF

DFAT—4.4%0.0%

IUSV4.4%—24.3%

IWF0.0%24.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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