DFAT vs IUSV

ADFAT

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.65%IUSV · $165 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 · $31.1BiShares Core S&P U.S. Value ETF · $29.0B

+18.5%3 years · per year$16,661 · $16,565+18.3%

+9.8%5 years · per year$15,974 · $17,003+11.2%

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

1.35%12-mo yield$135 · $165 on $10k1.65%

−9.6%Worst dropSmaller wins−6.4%

14.7%VolatilityLower wins10.2%

1–5IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IUSV

0.1%VTRS0.1%

0.1%PTC0.1%

0.3%SWKS0.1%

0.4%PR0.1%

Held in common4.5%

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

End-of-day Nov 5, 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

$15,974

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureDFATIUSV

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield1.35%1.65%

5 years, per year+9.8%+11.2%

3 years, per year+18.5%+18.3%

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.7%10.2%

5–1measures won
IUSV first

4.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAT, IUSV, VUG

Today

24.7%most shared, IUSV and VUG

DFATIUSVVUG

DFAT—4.5%0.0%

IUSV4.5%—24.7%

VUG0.0%24.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee