DFSV vs IWM

ADFSV

BIWM

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWM $12,766

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common30.8%DFSV and IWM

DFSV

IWM

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1BiShares Russell 2000 ETF · $76.6B

+18.5%3 years · per year$16,658 · $17,100+19.6%

[…]5 years · per year[…] · $12,766+5.0%

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

1.42%12-mo yield$142 · $100 on $10k1.00%

−9.4%Worst dropSmaller wins−11.1%

15.1%VolatilityLower wins18.7%

3–2DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · IWM

0.4%UMBF0.3%

0.7%JXN0.3%

0.6%ONB0.3%

0.4%VSAT0.3%

Held in common30.8%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

DFSV vs IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWM

iShares Russell 2000

$12,766

MeasureDFSVIWM

Fee0.31%0.19%

Cost on $10k a year$31$19

Yield1.42%1.00%

5 years, per year[…]+5.0%

3 years, per year+18.5%+19.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.1%18.7%

3–2measures won
DFSV first

30.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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

Overlap: DFSV, IWM, VTV

Today

30.8%most shared, DFSV and IWM

DFSVIWMVTV

DFSV—30.8%0.0%

IWM30.8%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFSV$142 − $31 = $111

IWM$100 − $19 = $81

KeptFee

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