DFMC vs IWB

ADFMC

BIWB

Measures won0–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common0.8%DFMC and IWB

DFMC

IWB

U.S. Micro Cap Portfolio ETF · $7.5BiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.43%Expense ratio$43 · $15 on $10k · lower wins0.15%

0.48%12-mo yield$48 · $95 on $10k0.95%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFMC · IWB

0.2%CROX0.0%

0.1%VFC0.0%

0.1%POOL0.0%

0.1%CHE0.0%

Held in common0.8%

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.48%	−4.0%	new	new	new	new	[…]	$7.5B

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.48%	−4.0%	new	new	new	new	[…]	$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

DFMC vs IWB

DFMC

U.S. Micro Cap Portfolio

[…]

IWB

iShares Russell 1000

$16,543

MeasureDFMCIWB

Fee0.43%0.15%

Cost on $10k a year$43$15

Yield0.48%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
IWB first

0.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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: DFMC, IWB, VUG

Today

52.0%most shared, IWB and VUG

DFMCIWBVUG

DFMC—0.8%0.0%

IWB0.8%—52.0%

VUG0.0%52.0%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$43 − $3 = $40

DFMC$48 − $43 = $5

KeptFee

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