DFAT vs IWD

ADFAT

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWD $17,246

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common4.5%DFAT and IWD

DFAT

IWD

Dimensional - US Targeted Value ETF · $31.1BiShares Russell 1000 Value ETF · $83.3B

+18.5%3 years · per year$16,661 · $18,611+23.0%

+9.8%5 years · per year$15,974 · $17,246+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%

14.7%VolatilityLower wins11.6%

0–6IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IWD

0.1%VTRS0.1%

0.1%PTC0.1%

0.3%SWKS0.0%

0.1%EWBC0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
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 IWD

DFAT

Dimensional - US Targeted Value

$15,974

IWD

iShares Russell 1000 Value

$17,246

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+18.5%+23.0%

Worst drop · 1Y−9.6%−6.8%

Volatility · 1Y14.7%11.6%

6–0measures won
IWD first

4.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, IWD, VTV

Today

63.2%most shared, IWD and VTV

DFATIWDVTV

DFAT—4.5%0.0%

IWD4.5%—63.2%

VTV0.0%63.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWD$137 − $18 = $119

DFAT$135 − $31 = $104

KeptFee

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