DFSU vs IWF

ADFSU

BIWF

Measures won5–0DFSU wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.15%DFSU · $15 on $10k

Most income0.85%DFSU · $85 on $10k

Smallest drop−10.1%DFSU · worst fall in 1Y

Held in common43.6%DFSU and IWF

DFSU

IWF

Dimensional - US Sustainability Core 1 ETF · $2.3BiShares Russell 1000 Growth ETF · $113B

+21.1%3 years · per year$17,765 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.85%12-mo yield$85 · $39 on $10k0.39%

−10.1%Worst dropSmaller wins−14.6%

13.6%VolatilityLower wins19.4%

5–0DFSU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSU · IWF

6.8%AAPL9.0%

5.9%NVDA14.1%

3.6%MSFT6.6%

2.6%META3.6%

Held in common43.6%

End-of-day Nov 6, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSU vs IWF

DFSU

Dimensional - US Sustainability Core 1

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureDFSUIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.85%0.39%

5 years, per year[…]+9.1%

3 years, per year+21.1%+19.4%

Worst drop · 1Y−10.1%−14.6%

Volatility · 1Y13.6%19.4%

5–0measures won
DFSU first

43.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFSU, IWF

Today

43.6%most shared, DFSU and IWF

DFSUIWF

DFSU—43.6%

IWF43.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFSU

DFSU$85 − $15 = $70

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee