DFSU vs IWB

ADFSU

BIWB

Measures won0–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%DFSU · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common70.5%DFSU and IWB

DFSU

IWB

Dimensional - US Sustainability Core 1 ETF · $2.3BiShares Russell 1000 ETF · $46.4B

+21.4%3 years · per year$17,895 · $18,083+21.8%

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

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

0.85%12-mo yield$85 · $95 on $10k0.95%

−10.1%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

0–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSU · IWB

6.7%AAPL7.1%

6.3%NVDA6.6%

3.6%MSFT5.8%

3.2%AMZN3.6%

Held in common70.5%

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

Both

5Y2 funds

#			Trend
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	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	−3.9%	+8.2%	+10.4%	+21.4%	new	−10.1%	$2.3B

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	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	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	−3.9%	+8.2%	+10.4%	+21.4%	new	−10.1%	$2.3B

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

DFSU vs IWB

DFSU

Dimensional - US Sustainability Core 1

[…]

IWB

iShares Russell 1000

$16,543

MeasureDFSUIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.85%0.95%

5 years, per year[…]+10.6%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y13.6%13.6%

3–0measures won
IWB first

70.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFSU, IWB

Today

70.5%most shared, DFSU and IWB

DFSUIWB

DFSU—70.5%

IWB70.5%—

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

DFSU$85 − $15 = $70

KeptFee

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