DFSV vs IWM

ADFSV

BIWM

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IWF $16,559

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.7%DFSV and IWM

DFSV

IWM

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3BiShares Russell 2000 ETF · $77.4B

+20.4%3 years · per year$17,471 · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

0.31%Expense ratio$31 · $19 on $10k · lower wins0.19%

1.37%12-mo yield$137 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−11.1%

14.7%VolatilityLower wins18.2%

3–2DFSV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFSV · IWM

0.4%UMBF0.3%

0.5%VSAT0.3%

0.7%JXN0.3%

0.6%ONB0.3%

Held in common30.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWM

iShares Russell 2000

$13,509

MeasureDFSVIWM

Fee0.31%0.19%

Cost on $10k a year$31$19

Yield1.37%0.96%

5 years, per year[…]+6.2%

3 years, per year+20.4%+21.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y14.7%18.2%

3–2measures won
DFSV first

30.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

Overlap: DFSV, IWM, IWF, VTV

Today

30.7%most shared, DFSV and IWM

DFSVIWMIWFVTV

DFSV—30.7%0.0%0.0%

IWM30.7%—0.0%0.0%

IWF0.0%0.0%—12.1%

VTV0.0%0.0%12.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFSV$137 − $31 = $106

IWM$96 − $19 = $77

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee