DFAT vs IWD

ADFAT

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common4.4%DFAT and IWD

DFAT

IWD

Dimensional - US Targeted Value ETF · $30.8BiShares Russell 1000 Value ETF · $82.9B

+18.1%3 years · per year$16,470 · $18,455+22.7%

+9.8%5 years · per year$15,924 · $17,201+11.5%

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

1.35%12-mo yield$135 · $137 on $10k1.37%

−9.6%Worst dropSmaller wins−6.8%

14.6%VolatilityLower wins11.6%

0–6IWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · IWD

0.4%SWKS0.0%

0.7%BALL0.0%

0.1%EWBC0.0%

0.5%SWK0.0%

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 Four

5Y4 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWD

DFAT

Dimensional - US Targeted Value

$15,924

IWD

iShares Russell 1000 Value

$17,201

MeasureDFATIWD

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.35%1.37%

5 years, per year+9.8%+11.5%

3 years, per year+18.1%+22.7%

Worst drop · 1Y−9.6%−6.8%

Volatility · 1Y14.6%11.6%

5–0measures won
IWD 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$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: DFAT, IWD, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFATIWDIWFVUG

DFAT—4.4%0.0%0.0%

IWD4.4%—18.9%22.9%

IWF0.0%18.9%—78.0%

VUG0.0%22.9%78.0%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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