DFUS vs IWB

ADFUS

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · IWB $17,459

Lowest cost0.09%DFUS · $9 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common94.7%DFUS and IWB

DFUS

IWB

Dimensional U.S. Equity ETF · $21.4BiShares Russell 1000 ETF · $47.8B

+24.2%3 years · per year$19,145 · $19,023+23.9%

+12.3%5 years · per year$17,837 · $17,459+11.8%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

0.86%12-mo yield$86 · $91 on $10k0.91%

−9.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · IWB

6.7%AAPL6.9%

6.6%NVDA6.9%

5.4%MSFT5.5%

3.5%AMZN3.5%

Held in common94.7%

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

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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

DFUS vs IWB

DFUS

Dimensional U.S. Equity

$17,837

IWB

iShares Russell 1000

$17,459

MeasureDFUSIWB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield0.86%0.91%

5 years, per year+12.3%+11.8%

3 years, per year+24.2%+23.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.2%12.9%

3–2measures won
DFUS first

94.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFUS, IWB

Today

94.7%most shared, DFUS and IWB

DFUSIWB

DFUS—94.7%

IWB94.7%—

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

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

IWB$91 − $15 = $76

KeptFee

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