DFLV vs IWD

ADFLV

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%DFLV · $137 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common50.8%DFLV and IWD

DFLV

IWD

Dimensional - US Large Cap Value ETF · $7.5BiShares Russell 1000 Value ETF · $85.3B

+22.1%3 years · per year$18,195 · $18,611+23.0%

[…]5 years · per year[…] · $17,246+11.5%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

1.37%12-mo yield$137 · $137 on $10k1.37%

−5.5%Worst dropSmaller wins−6.8%

11.1%VolatilityLower wins11.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFLV · IWD

5.1%AMZN6.1%

4.6%JPM2.4%

2.1%BRK-B2.8%

3.7%XOM1.8%

Held in common50.8%

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

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.37%	−2.9%	+21.6%	+28.3%	+22.1%	new	−5.5%	$7.5B

End-of-day Nov 5, 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%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.37%	−2.9%	+21.6%	+28.3%	+22.1%	new	−5.5%	$7.5B

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

DFLV vs IWD

DFLV

Dimensional - US Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureDFLVIWD

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield1.37%1.37%

5 years, per year[…]+11.5%

3 years, per year+22.1%+23.0%

Worst drop · 1Y−5.5%−6.8%

Volatility · 1Y11.1%11.6%

2–2measures won
level

50.8%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFLV, IWD

Today

50.8%most shared, DFLV and IWD

DFLVIWD

DFLV—50.8%

IWD50.8%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFLV$137 − $21 = $116

KeptFee

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