DFAT vs IWF

ADFAT

BIWF

Measures won4–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · DFAT $15,930

Lowest cost0.03%VOO · $3 on $10k

Most income1.32%DFAT · $132 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.0%DFAT and IWF

DFAT

IWF

Dimensional - US Targeted Value ETF · $30.8BiShares Russell 1000 Growth ETF · $115B

+18.0%3 years · per year$16,444 · $17,207+19.8%

+9.8%5 years · per year$15,930 · $15,892+9.7%

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

1.32%12-mo yield$132 · $38 on $10k0.38%

−9.6%Worst dropSmaller wins−14.6%

14.8%VolatilityLower wins19.5%

4–2DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IWF

0.0%SANM0.0%

0.0%SGI0.0%

0.3%PR0.0%

0.2%WAL0.0%

Held in common0.0%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$15,930

IWF

iShares Russell 1000 Growth

$15,892

MeasureDFATIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.32%0.38%

5 years, per year+9.8%+9.7%

3 years, per year+18.0%+19.8%

Worst drop · 1Y−9.6%−14.6%

Volatility · 1Y14.8%19.5%

4–2measures won
DFAT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: DFAT, IWF, VOO

Today

59.3%most shared, IWF and VOO

DFATIWFVOO

DFAT—0.0%0.7%

IWF0.0%—59.3%

VOO0.7%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee