DFAT vs IWD

ADFAT

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · DFAT $16,744

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common4.6%DFAT and IWD

DFAT

IWD

Dimensional - US Targeted Value ETF · $31.7BiShares Russell 1000 Value ETF · $83.2B

+20.0%3 years · per year$17,261 · $19,285+24.5%

+10.9%5 years · per year$16,744 · $17,870+12.3%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.31%12-mo yield$131 · $133 on $10k1.33%

−9.6%Worst dropSmaller wins−6.8%

14.3%VolatilityLower wins11.2%

0–6IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · IWD

0.1%VTRS0.1%

0.1%PTC0.1%

0.4%SWKS0.1%

0.8%OVV0.0%

Held in common4.6%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
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 IWD

DFAT

Dimensional - US Targeted Value

$16,744

IWD

iShares Russell 1000 Value

$17,870

MeasureDFATIWD

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.31%1.33%

5 years, per year+10.9%+12.3%

3 years, per year+20.0%+24.5%

Worst drop · 1Y−9.6%−6.8%

Volatility · 1Y14.3%11.2%

5–0measures won
IWD first

4.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: DFAT, IWD

Today

4.6%most shared, DFAT and IWD

DFATIWD

DFAT—4.6%

IWD4.6%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFAT$131 − $31 = $100

KeptFee

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