DFAT vs IWF

ADFAT

BIWF

Measures won4–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.0%DFAT and IWF

DFAT

IWF

Dimensional - US Targeted Value ETF · $31.7BiShares Russell 1000 Growth ETF · $120B

+20.0%3 years · per year$17,261 · $18,310+22.3%

+10.9%5 years · per year$16,744 · $16,559+10.6%

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

1.31%12-mo yield$131 · $37 on $10k0.37%

−9.6%Worst dropSmaller wins−15.6%

14.3%VolatilityLower wins18.3%

4–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · IWF

0.0%SANM0.0%

0.4%PR0.0%

0.0%SGI0.0%

0.2%WAL0.0%

Held in common0.0%

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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	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
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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 IWF

DFAT

Dimensional - US Targeted Value

$16,744

IWF

iShares Russell 1000 Growth

$16,559

MeasureDFATIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.31%0.37%

5 years, per year+10.9%+10.6%

3 years, per year+20.0%+22.3%

Worst drop · 1Y−9.6%−15.6%

Volatility · 1Y14.3%18.3%

4–2measures won
DFAT first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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, IWF

Today

0.0%most shared, DFAT and IWF

DFATIWF

DFAT—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

IWF$37 − $18 = $19

KeptFee

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